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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 | $16,366 | $48,050-65.9% | $85,969-81.0% | $59,633-72.6% |
| Participation rate | 16.0% | 64.5%-48.5pp | 76.5%-60.5pp | 68.7%-52.7pp |
| Annual return | -3.41% | 0.29%-3.7pp | 9.32%-12.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $91 | $1,640-94.5% | $3,474-97.4% | $2,203-95.9% |
| Participant deferral / active EE | $2,087 | $2,249-7.2% | $3,829-45.5% | $3,192-34.6% |
| Admin fee / account holder | $425 | $3,206-86.8% | $6,053-93.0% | $4,297-90.1% |