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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 | $9,749 | $50,947-80.9% | $74,549-86.9% | $64,173-84.8% |
| Participation rate | 44.2% | 61.1%-16.8pp | 69.1%-24.9pp | 69.6%-25.3pp |
| Annual return | -10.87% | -1.85%-9.0pp | 32.53%-43.4pp | 7.63%-18.5pp |
| Employer contribution / active EE | $86 | $1,115-92.3% | $1,961-95.6% | $2,381-96.4% |
| Participant deferral / active EE | $2,276 | $2,302-1.1% | $3,108-26.8% | $3,470-34.4% |
| Admin fee / account holder | $560 | $4,221-86.7% | $5,059-88.9% | $4,887-88.5% |