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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 | $24,880 | $67,411-63.1% | $91,004-72.7% | $70,124-64.5% |
| Participation rate | 63.5% | 71.4%-7.9pp | 75.6%-12.1pp | 69.5%-6.1pp |
| Annual return | 11.04% | -40.16%+51.2pp | 4.60%+6.4pp | 73.14%-62.1pp |
| Employer contribution / active EE | $294 | $1,786-83.5% | $2,456-88.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,790 | $2,823-36.6% | $3,548-49.6% | $3,332-46.3% |
| Admin fee / account holder | $3,829 | $4,236-9.6% | $5,417-29.3% | $4,645-17.6% |