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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 | $21,352 | $62,583-65.9% | $76,767-72.2% | $64,173-66.7% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -8.51% | -1.95%-6.6pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $358 | $1,832-80.5% | $2,485-85.6% | $2,381-85.0% |
| Participant deferral / active EE | $1,611 | $3,145-48.8% | $3,852-58.2% | $3,470-53.6% |
| Admin fee / account holder | $1,709 | $4,667-63.4% | $6,675-74.4% | $4,887-65.0% |