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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 | $10,896 | $135,956-92.0% | $123,894-91.2% | $273,972-96.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -14.02% | 56.63%-70.7pp | 47.52%-61.5pp | 41.46%-55.5pp |
| Employer contribution / active EE | $490 | $5,170-90.5% | $4,617-89.4% | $4,869-89.9% |
| Participant deferral / active EE | $2,156 | $6,343-66.0% | $5,984-64.0% | $5,287-59.2% |
| Admin fee / account holder | $442 | $9,817-95.5% | $8,357-94.7% | $10,133-95.6% |