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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 | $24,763 | $65,704-62.3% | $94,229-73.7% | $59,633-58.5% |
| Participation rate | 32.0% | 72.1%-40.1pp | 78.8%-46.8pp | 68.7%-36.7pp |
| Annual return | -4.81% | 5.22%-10.0pp | 10.68%-15.5pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $352 | $2,021-82.6% | $3,587-90.2% | $2,203-84.0% |
| Participant deferral / active EE | $1,451 | $3,143-53.8% | $4,320-66.4% | $3,192-54.5% |
| Admin fee / account holder | $466 | $4,265-89.1% | $6,269-92.6% | $4,297-89.2% |