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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 | $16,229 | $72,388-77.6% | $111,392-85.4% | $64,173-74.7% |
| Participation rate | 53.3% | 70.5%-17.2pp | 78.9%-25.5pp | 69.6%-16.2pp |
| Annual return | -9.17% | -1.50%-7.7pp | -2.06%-7.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $647 | $3,000-78.4% | $4,328-85.1% | $2,381-72.8% |
| Participant deferral / active EE | $1,828 | $4,241-56.9% | $5,567-67.2% | $3,470-47.3% |
| Admin fee / account holder | $573 | $5,719-90.0% | $12,266-95.3% | $4,887-88.3% |