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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 | $24,897 | $110,083-77.4% | $151,645-83.6% | $68,490-63.6% |
| Participation rate | 54.7% | 84.0%-29.3pp | 87.5%-32.8pp | 67.9%-13.2pp |
| Annual return | -20.14% | -10.12%-10.0pp | 3.34%-23.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,064 | $4,470-76.2% | $6,165-82.7% | $2,597-59.0% |
| Participant deferral / active EE | $4,007 | $6,526-38.6% | $8,363-52.1% | $4,028-0.5% |
| Admin fee / account holder | $689 | $7,718-91.1% | $11,614-94.1% | $5,403-87.2% |