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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 | $17,070 | $64,176-73.4% | $112,263-84.8% | $66,949-74.5% |
| Participation rate | 28.6% | 68.4%-39.9pp | 75.1%-46.5pp | 69.8%-41.3pp |
| Annual return | -19.68% | -13.80%-5.9pp | 27.49%-47.2pp | 1.57%-21.2pp |
| Employer contribution / active EE | $234 | $3,007-92.2% | $3,636-93.6% | $2,545-90.8% |
| Participant deferral / active EE | $2,519 | $3,694-31.8% | $4,729-46.7% | $4,239-40.6% |
| Admin fee / account holder | $2,842 | $626+354.1% | $6,410-55.7% | $594+378.7% |