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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 | $33,723 | $110,083-69.4% | $151,645-77.8% | $68,490-50.8% |
| Participation rate | 39.6% | 84.0%-44.3pp | 87.5%-47.9pp | 67.9%-28.3pp |
| Annual return | -23.09% | -10.12%-13.0pp | 3.34%-26.4pp | -7.85%-15.2pp |
| Employer contribution / active EE | $467 | $4,470-89.5% | $6,165-92.4% | $2,597-82.0% |
| Participant deferral / active EE | $3,122 | $6,526-52.2% | $8,363-62.7% | $4,028-22.5% |
| Admin fee / account holder | $405 | $7,718-94.7% | $11,614-96.5% | $5,403-92.5% |