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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 | $12,172 | $59,834-79.7% | $79,576-84.7% | $68,495-82.2% |
| Participation rate | 30.9% | 61.1%-30.2pp | 69.5%-38.6pp | 67.9%-37.0pp |
| Annual return | -34.83% | -12.30%-22.5pp | 0.15%-35.0pp | -7.84%-27.0pp |
| Employer contribution / active EE | $294 | $1,505-80.5% | $2,413-87.8% | $2,596-88.7% |
| Participant deferral / active EE | $2,701 | $3,024-10.7% | $3,985-32.2% | $4,028-32.9% |
| Admin fee / account holder | $590 | $4,835-87.8% | $6,834-91.4% | $5,403-89.1% |