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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 | $25,610 | $69,977-63.4% | $108,582-76.4% | $62,881-59.3% |
| Participation rate | 26.2% | 72.9%-46.7pp | 79.6%-53.4pp | 69.3%-43.1pp |
| Annual return | 3.20% | 10.73%-7.5pp | -51.70%+54.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $148 | $2,135-93.1% | $3,758-96.1% | $2,281-93.5% |
| Participant deferral / active EE | $1,621 | $3,165-48.8% | $4,311-62.4% | $3,203-49.4% |
| Admin fee / account holder | $884 | $5,076-82.6% | $7,645-88.4% | $4,296-79.4% |