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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 | $18,040 | $51,708-65.1% | $106,619-83.1% | $62,881-71.3% |
| Participation rate | 39.6% | 66.9%-27.3pp | 78.0%-38.4pp | 69.3%-29.7pp |
| Annual return | -9.79% | 4.69%-14.5pp | 9.42%-19.2pp | 20.14%-29.9pp |
| Employer contribution / active EE | $200 | $1,764-88.7% | $3,947-94.9% | $2,281-91.2% |
| Participant deferral / active EE | $2,094 | $2,315-9.6% | $3,930-46.7% | $3,203-34.6% |
| Admin fee / account holder | $2,588 | $3,349-22.7% | $6,418-59.7% | $4,296-39.8% |