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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 | $11,220 | $77,816-85.6% | $123,552-90.9% | $64,173-82.5% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | -18.80% | 12.49%-31.3pp | 119.20%-138.0pp | 7.63%-26.4pp |
| Employer contribution / active EE | $541 | $3,014-82.1% | $4,628-88.3% | $2,381-77.3% |
| Participant deferral / active EE | $3,690 | $5,240-29.6% | $6,426-42.6% | $3,470+6.3% |
| Admin fee / account holder | $2,551 | $5,519-53.8% | $9,285-72.5% | $4,887-47.8% |