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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 | $3,991 | $46,697-91.5% | $117,529-96.6% | $68,490-94.2% |
| Participation rate | 25.0% | 56.8%-31.8pp | 70.6%-45.6pp | 67.9%-42.9pp |
| Annual return | -22.30% | -14.52%-7.8pp | 29.77%-52.1pp | -7.85%-14.4pp |
| Employer contribution / active EE | $33 | $1,506-97.8% | $4,179-99.2% | $2,597-98.7% |
| Participant deferral / active EE | $1,141 | $2,637-56.7% | $4,072-72.0% | $4,028-71.7% |
| Admin fee / account holder | $543 | $4,023-86.5% | $5,645-90.4% | $5,403-90.0% |