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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 | $11,819 | $78,423-84.9% | $95,964-87.7% | $79,856-85.2% |
| Participation rate | 58.8% | 73.5%-14.7pp | 77.1%-18.3pp | 69.6%-10.9pp |
| Annual return | -1.95% | 19.37%-21.3pp | 91.64%-93.6pp | 31.71%-33.7pp |
| Employer contribution / active EE | $125 | $1,945-93.6% | $2,541-95.1% | $2,471-94.9% |
| Participant deferral / active EE | $1,681 | $3,440-51.1% | $4,167-59.7% | $3,741-55.1% |
| Admin fee / account holder | $849 | $5,622-84.9% | $6,797-87.5% | $5,306-84.0% |