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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 | $26,679 | $181,896-85.3% | $156,551-83.0% | $273,972-90.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | -2.33% | 30.74%-33.1pp | 32.23%-34.6pp | 41.46%-43.8pp |
| Employer contribution / active EE | $185 | $6,248-97.0% | $5,501-96.6% | $4,869-96.2% |
| Participant deferral / active EE | $3,660 | $5,550-34.0% | $4,871-24.9% | $5,287-30.8% |
| Admin fee / account holder | $4,324 | $15,560-72.2% | $13,028-66.8% | $10,133-57.3% |