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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 | $22,430 | $138,393-83.8% | $184,256-87.8% | $80,959-72.3% |
| Participation rate | 61.0% | 83.9%-22.9pp | 86.8%-25.8pp | 67.7%-6.6pp |
| Annual return | -29.01% | 20.01%-49.0pp | 28.85%-57.9pp | 35.67%-64.7pp |
| Employer contribution / active EE | $1,023 | $4,847-78.9% | $6,427-84.1% | $2,757-62.9% |
| Participant deferral / active EE | $4,272 | $7,076-39.6% | $9,133-53.2% | $4,300-0.7% |
| Admin fee / account holder | $647 | $10,489-93.8% | $13,899-95.3% | $6,925-90.7% |