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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,874 | $64,716-83.2% | $112,258-90.3% | $68,495-84.1% |
| Participation rate | 29.8% | 67.2%-37.3pp | 75.1%-45.2pp | 67.9%-38.1pp |
| Annual return | -21.61% | -11.40%-10.2pp | 27.47%-49.1pp | -7.84%-13.8pp |
| Employer contribution / active EE | $304 | $2,746-88.9% | $3,636-91.6% | $2,596-88.3% |
| Participant deferral / active EE | $1,782 | $3,565-50.0% | $4,728-62.3% | $4,028-55.7% |
| Admin fee / account holder | $991 | $5,232-81.1% | $6,411-84.5% | $5,403-81.7% |