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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 | $18,178 | $110,083-83.5% | $151,639-88.0% | $68,486-73.5% |
| Participation rate | 52.8% | 84.0%-31.2pp | 87.5%-34.7pp | 67.9%-15.1pp |
| Annual return | -21.25% | -10.12%-11.1pp | 3.34%-24.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $999 | $4,470-77.7% | $6,165-83.8% | $2,597-61.5% |
| Participant deferral / active EE | $3,199 | $6,526-51.0% | $8,363-61.8% | $4,028-20.6% |
| Admin fee / account holder | $436 | $7,718-94.3% | $11,613-96.2% | $5,404-91.9% |