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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 | $17,094 | $113,941-85.0% | $94,229-81.9% | $125,389-86.4% |
| Participation rate | 52.4% | 82.9%-30.5pp | 78.8%-26.4pp | 83.2%-30.8pp |
| Annual return | -6.25% | 5.29%-11.5pp | 10.68%-16.9pp | 282.24%-288.5pp |
| Employer contribution / active EE | $705 | $4,727-85.1% | $3,587-80.3% | $4,866-85.5% |
| Participant deferral / active EE | $2,207 | $5,179-57.4% | $4,320-48.9% | $5,352-58.8% |
| Admin fee / account holder | $1,941 | $8,392-76.9% | $6,269-69.0% | $9,541-79.7% |