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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 | $13,359 | $127,387-89.5% | $115,038-88.4% | $125,389-89.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -4.97% | 31.28%-36.2pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $550 | $5,166-89.4% | $4,608-88.1% | $4,866-88.7% |
| Participant deferral / active EE | $2,432 | $6,423-62.1% | $6,026-59.6% | $5,352-54.6% |
| Admin fee / account holder | $323 | $9,516-96.6% | $8,175-96.0% | $9,541-96.6% |