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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 | $4,467 | $49,025-90.9% | $87,502-94.9% | $62,881-92.9% |
| Participation rate | 33.3% | 64.9%-31.5pp | 73.8%-40.5pp | 69.3%-36.0pp |
| Annual return | -11.35% | 10.02%-21.4pp | 12.21%-23.6pp | 20.14%-31.5pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $979 | $2,289-57.2% | $3,149-68.9% | $3,203-69.4% |
| Admin fee / account holder | $519 | $4,065-87.2% | $4,221-87.7% | $4,296-87.9% |