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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 | $14,290 | $87,546-83.7% | $75,784-81.1% | $125,389-88.6% |
| Participation rate | 47.4% | 80.2%-32.8pp | 75.8%-28.5pp | 83.2%-35.8pp |
| Annual return | -10.98% | 13.49%-24.5pp | 9.68%-20.7pp | 282.24%-293.2pp |
| Employer contribution / active EE | $368 | $3,930-90.6% | $3,323-88.9% | $4,866-92.4% |
| Participant deferral / active EE | $2,104 | $4,230-50.3% | $3,652-42.4% | $5,352-60.7% |
| Admin fee / account holder | $1,022 | $6,503-84.3% | $5,300-80.7% | $9,541-89.3% |