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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 | $8,923 | $52,678-83.1% | $75,784-88.2% | $59,633-85.0% |
| Participation rate | 53.8% | 67.2%-13.4pp | 75.8%-22.0pp | 68.7%-14.8pp |
| Annual return | -5.11% | 2.95%-8.1pp | 9.68%-14.8pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $166 | $2,193-92.4% | $3,323-95.0% | $2,203-92.5% |
| Participant deferral / active EE | $1,418 | $2,591-45.3% | $3,652-61.2% | $3,192-55.6% |
| Admin fee / account holder | $1,239 | $3,610-65.7% | $5,300-76.6% | $4,297-71.2% |