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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 | $12,929 | $52,678-75.5% | $75,784-82.9% | $59,633-78.3% |
| Participation rate | 55.3% | 67.2%-12.0pp | 75.8%-20.6pp | 68.7%-13.4pp |
| Annual return | -4.87% | 2.95%-7.8pp | 9.68%-14.5pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $302 | $2,193-86.2% | $3,323-90.9% | $2,203-86.3% |
| Participant deferral / active EE | $2,042 | $2,591-21.2% | $3,652-44.1% | $3,192-36.0% |
| Admin fee / account holder | $683 | $3,610-81.1% | $5,300-87.1% | $4,297-84.1% |