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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 | $17,177 | $110,083-84.4% | $151,639-88.7% | $68,486-74.9% |
| Participation rate | 51.0% | 84.0%-32.9pp | 87.5%-36.5pp | 67.9%-16.9pp |
| Annual return | -19.72% | -10.12%-9.6pp | 3.34%-23.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $326 | $4,470-92.7% | $6,165-94.7% | $2,597-87.5% |
| Participant deferral / active EE | $3,076 | $6,526-52.9% | $8,363-63.2% | $4,028-23.6% |
| Admin fee / account holder | $503 | $7,718-93.5% | $11,613-95.7% | $5,404-90.7% |