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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 | $10,158 | $52,678-80.7% | $75,784-86.6% | $59,633-83.0% |
| Participation rate | 61.7% | 67.2%-5.5pp | 75.8%-14.1pp | 68.7%-7.0pp |
| Annual return | -3.83% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $140 | $2,193-93.6% | $3,323-95.8% | $2,203-93.6% |
| Participant deferral / active EE | $1,404 | $2,591-45.8% | $3,652-61.5% | $3,192-56.0% |
| Admin fee / account holder | $1,035 | $3,610-71.3% | $5,300-80.5% | $4,297-75.9% |