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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 | $11,364 | $64,729-82.4% | $112,263-89.9% | $68,490-83.4% |
| Participation rate | 33.7% | 67.2%-33.5pp | 75.1%-41.4pp | 67.9%-34.2pp |
| Annual return | -24.13% | -11.40%-12.7pp | 27.49%-51.6pp | -7.85%-16.3pp |
| Employer contribution / active EE | $386 | $2,746-85.9% | $3,636-89.4% | $2,597-85.1% |
| Participant deferral / active EE | $1,561 | $3,566-56.2% | $4,729-67.0% | $4,028-61.2% |
| Admin fee / account holder | $2,567 | $5,222-50.8% | $6,410-60.0% | $5,403-52.5% |