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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 | $16,166 | $64,716-75.0% | $112,258-85.6% | $68,495-76.4% |
| Participation rate | 65.9% | 67.2%-1.3pp | 75.1%-9.2pp | 67.9%-2.0pp |
| Annual return | -19.56% | -11.40%-8.2pp | 27.47%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $435 | $2,746-84.2% | $3,636-88.0% | $2,596-83.2% |
| Participant deferral / active EE | $1,746 | $3,565-51.0% | $4,728-63.1% | $4,028-56.6% |
| Admin fee / account holder | $322 | $5,232-93.8% | $6,411-95.0% | $5,403-94.0% |