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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 | $18,458 | $81,870-77.5% | $119,622-84.6% | $68,486-73.0% |
| Participation rate | 31.1% | 71.9%-40.8pp | 79.3%-48.2pp | 67.9%-36.8pp |
| Annual return | -21.44% | -23.82%+2.4pp | -14.98%-6.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $617 | $2,692-77.1% | $4,232-85.4% | $2,597-76.2% |
| Participant deferral / active EE | $2,049 | $4,148-50.6% | $5,601-63.4% | $4,028-49.1% |
| Admin fee / account holder | $2,301 | $6,583-65.0% | $10,328-77.7% | $5,404-57.4% |