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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 | $16,330 | $52,467-68.9% | $57,196-71.4% | $55,167-70.4% |
| Participation rate | 55.0% | 75.8%-20.8pp | 75.3%-20.3pp | 69.0%-14.0pp |
| Annual return | -2.50% | 7.72%-10.2pp | 14.59%-17.1pp | 169.23%-171.7pp |
| Employer contribution / active EE | $559 | $2,477-77.4% | $2,683-79.2% | $1,963-71.5% |
| Participant deferral / active EE | $1,077 | $2,830-62.0% | $3,096-65.2% | $3,054-64.8% |
| Admin fee / account holder | $1,084 | $269+303.0% | $3,141-65.5% | $504+115.2% |