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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 | $11,486 | $52,836-78.3% | $105,736-89.1% | $64,173-82.1% |
| Participation rate | 60.0% | 66.5%-6.5pp | 76.3%-16.3pp | 69.6%-9.6pp |
| Annual return | -35.89% | 14.30%-50.2pp | 6.27%-42.2pp | 7.63%-43.5pp |
| Employer contribution / active EE | $181 | $1,827-90.1% | $3,268-94.5% | $2,381-92.4% |
| Participant deferral / active EE | $1,179 | $2,545-53.7% | $4,080-71.1% | $3,470-66.0% |
| Admin fee / account holder | $426 | $3,959-89.2% | $6,913-93.8% | $4,887-91.3% |