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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 | $11,122 | $72,177-84.6% | $115,037-90.3% | $59,633-81.4% |
| Participation rate | 43.5% | 72.6%-29.1pp | 81.4%-37.9pp | 68.7%-25.2pp |
| Annual return | -4.15% | 12.02%-16.2pp | 26.14%-30.3pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $288 | $2,841-89.9% | $4,608-93.7% | $2,203-86.9% |
| Participant deferral / active EE | $2,211 | $4,783-53.8% | $6,026-63.3% | $3,192-30.7% |
| Admin fee / account holder | $3,970 | $4,927-19.4% | $8,175-51.4% | $4,297-7.6% |