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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 | $12,894 | $56,894-77.3% | $84,753-84.8% | $62,881-79.5% |
| Participation rate | 64.3% | 68.5%-4.3pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | -0.11% | 6.30%-6.4pp | 22.78%-22.9pp | 20.14%-20.3pp |
| Employer contribution / active EE | $266 | $2,400-88.9% | $3,574-92.6% | $2,281-88.4% |
| Participant deferral / active EE | $1,091 | $2,709-59.7% | $3,712-70.6% | $3,203-65.9% |
| Admin fee / account holder | $515 | $3,581-85.6% | $5,333-90.3% | $4,296-88.0% |