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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 | $10,274 | $88,707-88.4% | $74,184-86.2% | $273,972-96.3% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | -2.27% | 11.94%-14.2pp | 17.74%-20.0pp | 41.46%-43.7pp |
| Employer contribution / active EE | $190 | $3,159-94.0% | $2,370-92.0% | $4,869-96.1% |
| Participant deferral / active EE | $1,359 | $4,212-67.7% | $3,550-61.7% | $5,287-74.3% |
| Admin fee / account holder | $3,150 | $8,717-63.9% | $5,586-43.6% | $10,133-68.9% |