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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 | $20,117 | $72,404-72.2% | $110,243-81.8% | $64,173-68.7% |
| Participation rate | 14.7% | 73.3%-58.6pp | 79.8%-65.1pp | 69.6%-54.9pp |
| Annual return | -12.64% | -6.29%-6.4pp | 314.76%-327.4pp | 7.63%-20.3pp |
| Employer contribution / active EE | $492 | $2,282-78.4% | $3,827-87.1% | $2,381-79.3% |
| Participant deferral / active EE | $9,366 | $3,469+170.0% | $4,672+100.5% | $3,470+169.9% |
| Admin fee / account holder | $3,875 | $5,664-31.6% | $8,548-54.7% | $4,887-20.7% |