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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 | $19,454 | $62,583-68.9% | $76,767-74.7% | $64,173-69.7% |
| Participation rate | 63.0% | 72.8%-9.9pp | 77.0%-14.0pp | 69.6%-6.6pp |
| Annual return | -9.49% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $375 | $1,832-79.5% | $2,485-84.9% | $2,381-84.2% |
| Participant deferral / active EE | $1,650 | $3,145-47.5% | $3,852-57.2% | $3,470-52.4% |
| Admin fee / account holder | $829 | $4,667-82.2% | $6,675-87.6% | $4,887-83.0% |