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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 | $16,959 | $52,836-67.9% | $105,738-84.0% | $64,173-73.6% |
| Participation rate | 33.3% | 66.5%-33.2pp | 76.3%-43.0pp | 69.6%-36.2pp |
| Annual return | -8.60% | 14.30%-22.9pp | 6.27%-14.9pp | 7.63%-16.2pp |
| Employer contribution / active EE | $443 | $1,827-75.8% | $3,268-86.4% | $2,381-81.4% |
| Participant deferral / active EE | $1,277 | $2,545-49.8% | $4,080-68.7% | $3,470-63.2% |
| Admin fee / account holder | $562 | $3,959-85.8% | $6,913-91.9% | $4,887-88.5% |