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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 | $12,268 | $101,063-87.9% | $81,473-84.9% | $147,586-91.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | -1.91% | 32.41%-34.3pp | 38.78%-40.7pp | 578.59%-580.5pp |
| Employer contribution / active EE | $81 | $3,206-97.5% | $2,568-96.8% | $4,876-98.3% |
| Participant deferral / active EE | $4,558 | $4,242+7.4% | $3,537+28.9% | $5,439-16.2% |
| Admin fee / account holder | $11,409 | $5,812+96.3% | $4,561+150.1% | $10,886+4.8% |