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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 | $15,894 | $72,273-78.0% | $101,275-84.3% | $79,856-80.1% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | -2.70% | 22.30%-25.0pp | 46.48%-49.2pp | 31.71%-34.4pp |
| Employer contribution / active EE | $322 | $2,691-88.0% | $3,660-91.2% | $2,471-87.0% |
| Participant deferral / active EE | $2,127 | $3,282-35.2% | $4,371-51.3% | $3,741-43.1% |
| Admin fee / account holder | $3,052 | $4,401-30.7% | $5,948-48.7% | $5,306-42.5% |