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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 | $18,493 | $77,817-76.2% | $123,553-85.0% | $64,173-71.2% |
| Participation rate | 33.7% | 74.7%-41.0pp | 82.3%-48.6pp | 69.6%-35.8pp |
| Annual return | -10.02% | 12.49%-22.5pp | 119.21%-129.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $483 | $3,014-84.0% | $4,628-89.6% | $2,381-79.7% |
| Participant deferral / active EE | $2,333 | $5,240-55.5% | $6,426-63.7% | $3,470-32.8% |
| Admin fee / account holder | $568 | $5,519-89.7% | $9,284-93.9% | $4,887-88.4% |