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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 | $19,035 | $62,589-69.6% | $76,768-75.2% | $64,173-70.3% |
| Participation rate | 45.7% | 72.8%-27.1pp | 77.0%-31.2pp | 69.6%-23.9pp |
| Annual return | -8.75% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $14 | $1,832-99.3% | $2,485-99.5% | $2,381-99.4% |
| Participant deferral / active EE | $1,754 | $3,145-44.2% | $3,852-54.5% | $3,470-49.4% |
| Admin fee / account holder | $4,668 | $4,6670% | $6,675-30.1% | $4,887-4.5% |