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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 | $3,143 | $58,627-94.6% | $76,735-95.9% | $82,448-96.2% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | -4.94% | 39.10%-44.0pp | 29.77%-34.7pp | 41.64%-46.6pp |
| Employer contribution / active EE | $261 | $1,729-84.9% | $2,454-89.4% | $2,551-89.8% |
| Participant deferral / active EE | $1,109 | $3,134-64.6% | $4,088-72.9% | $4,139-73.2% |
| Admin fee / account holder | $896 | $5,323-83.2% | $7,189-87.5% | $7,234-87.6% |