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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 | $24,209 | $69,977-65.4% | $108,582-77.7% | $62,881-61.5% |
| Participation rate | 55.8% | 72.9%-17.1pp | 79.6%-23.8pp | 69.3%-13.5pp |
| Annual return | 2.28% | 10.73%-8.4pp | -51.70%+54.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $163 | $2,135-92.4% | $3,758-95.7% | $2,281-92.8% |
| Participant deferral / active EE | $1,522 | $3,165-51.9% | $4,311-64.7% | $3,203-52.5% |
| Admin fee / account holder | $358 | $5,076-92.9% | $7,645-95.3% | $4,296-91.7% |