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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 | $10,696 | $62,583-82.9% | $76,767-86.1% | $64,173-83.3% |
| Participation rate | 49.1% | 72.8%-23.7pp | 77.0%-27.8pp | 69.6%-20.4pp |
| Annual return | -10.63% | -1.95%-8.7pp | 2.43%-13.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $255 | $1,832-86.1% | $2,485-89.7% | $2,381-89.3% |
| Participant deferral / active EE | $1,451 | $3,145-53.9% | $3,852-62.3% | $3,470-58.2% |
| Admin fee / account holder | $335 | $4,667-92.8% | $6,675-95.0% | $4,887-93.1% |