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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 | $13,954 | $99,345-86.0% | $84,753-83.5% | $273,972-94.9% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | -15.65% | 22.93%-38.6pp | 22.78%-38.4pp | 41.46%-57.1pp |
| Employer contribution / active EE | $363 | $4,214-91.4% | $3,574-89.8% | $4,869-92.5% |
| Participant deferral / active EE | $3,492 | $4,270-18.2% | $3,712-5.9% | $5,287-34.0% |
| Admin fee / account holder | $1,907 | $6,645-71.3% | $5,333-64.3% | $10,133-81.2% |