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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 | $13,220 | $62,583-78.9% | $76,767-82.8% | $64,173-79.4% |
| Participation rate | 45.1% | 72.8%-27.7pp | 77.0%-31.9pp | 69.6%-24.5pp |
| Annual return | -10.21% | -1.95%-8.3pp | 2.43%-12.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $304 | $1,832-83.4% | $2,485-87.8% | $2,381-87.2% |
| Participant deferral / active EE | $1,494 | $3,145-52.5% | $3,852-61.2% | $3,470-56.9% |
| Admin fee / account holder | $1,684 | $4,667-63.9% | $6,675-74.8% | $4,887-65.5% |