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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 | $23,190 | $57,108-59.4% | $94,229-75.4% | $52,331-55.7% |
| Participation rate | 65.1% | 72.9%-7.8pp | 78.8%-13.7pp | 68.1%-3.0pp |
| Annual return | -2.22% | 1.47%-3.7pp | 10.68%-12.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $4 | $1,735-99.8% | $3,587-99.9% | $1,882-99.8% |
| Participant deferral / active EE | $1,937 | $3,040-36.3% | $4,320-55.2% | $3,022-35.9% |
| Admin fee / account holder | $459 | $546-16.0% | $6,269-92.7% | $592-22.4% |