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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 | $21,095 | $71,873-70.6% | $86,698-75.7% | $68,490-69.2% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -20.43% | 3.54%-24.0pp | 35.96%-56.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $232 | $2,173-89.3% | $2,837-91.8% | $2,597-91.1% |
| Participant deferral / active EE | $1,943 | $3,779-48.6% | $4,656-58.3% | $4,028-51.8% |
| Admin fee / account holder | $4,614 | $6,110-24.5% | $7,492-38.4% | $5,403-14.6% |