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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 | $14,338 | $57,352-75.0% | $83,830-82.9% | $64,173-77.7% |
| Participation rate | 63.5% | 68.6%-5.1pp | 76.1%-12.7pp | 69.6%-6.1pp |
| Annual return | -8.83% | 11.38%-20.2pp | 850.97%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $335 | $2,546-86.9% | $3,631-90.8% | $2,381-85.9% |
| Participant deferral / active EE | $2,090 | $2,993-30.2% | $4,082-48.8% | $3,470-39.8% |
| Admin fee / account holder | $1,669 | $4,046-58.8% | $5,479-69.5% | $4,887-65.9% |