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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 | $9,963 | $88,707-88.8% | $74,184-86.6% | $273,972-96.4% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | -18.57% | 11.94%-30.5pp | 17.74%-36.3pp | 41.46%-60.0pp |
| Employer contribution / active EE | $345 | $3,159-89.1% | $2,370-85.4% | $4,869-92.9% |
| Participant deferral / active EE | $1,395 | $4,212-66.9% | $3,550-60.7% | $5,287-73.6% |
| Admin fee / account holder | $1,650 | $8,717-81.1% | $5,586-70.5% | $10,133-83.7% |