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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 | $19,290 | $67,602-71.5% | $82,312-76.6% | $70,126-72.5% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | -53.23% | 21.57%-74.8pp | 25.88%-79.1pp | 73.15%-126.4pp |
| Employer contribution / active EE | $253 | $1,755-85.6% | $2,428-89.6% | $2,343-89.2% |
| Participant deferral / active EE | $2,085 | $2,987-30.2% | $3,706-43.7% | $3,332-37.4% |
| Admin fee / account holder | $3,750 | $4,512-16.9% | $5,608-33.1% | $4,645-19.3% |