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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 | $20,433 | $81,870-75.0% | $119,622-82.9% | $68,486-70.2% |
| Participation rate | 24.0% | 71.9%-47.9pp | 79.3%-55.3pp | 67.9%-43.9pp |
| Annual return | -30.83% | -23.82%-7.0pp | -14.98%-15.8pp | -7.85%-23.0pp |
| Employer contribution / active EE | $539 | $2,692-80.0% | $4,232-87.3% | $2,597-79.3% |
| Participant deferral / active EE | $2,776 | $4,148-33.1% | $5,601-50.4% | $4,028-31.1% |
| Admin fee / account holder | $1,260 | $6,583-80.9% | $10,328-87.8% | $5,404-76.7% |