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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 | $14,084 | $60,396-76.7% | $111,392-87.4% | $56,289-75.0% |
| Participation rate | 31.4% | 72.4%-41.0pp | 78.9%-47.4pp | 69.9%-38.4pp |
| Annual return | -11.63% | 20.26%-31.9pp | -2.06%-9.6pp | -9.96%-1.7pp |
| Employer contribution / active EE | $397 | $3,459-88.5% | $4,328-90.8% | $2,111-81.2% |
| Participant deferral / active EE | $2,168 | $4,421-51.0% | $5,567-61.1% | $3,350-35.3% |
| Admin fee / account holder | $492 | $610-19.4% | $12,266-96.0% | $521-5.6% |