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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 | $20,369 | $62,589-67.5% | $76,768-73.5% | $64,173-68.3% |
| Participation rate | 65.3% | 72.8%-7.5pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -11.27% | -1.95%-9.3pp | 2.43%-13.7pp | 7.63%-18.9pp |
| Employer contribution / active EE | $23 | $1,832-98.7% | $2,485-99.1% | $2,381-99.0% |
| Participant deferral / active EE | $5,531 | $3,145+75.9% | $3,852+43.6% | $3,470+59.4% |
| Admin fee / account holder | $688 | $4,667-85.3% | $6,675-89.7% | $4,887-85.9% |