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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 | $24,255 | $162,812-85.1% | $133,971-81.9% | $158,966-84.7% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | -16.47% | 41.94%-58.4pp | 45.09%-61.6pp | 302.95%-319.4pp |
| Employer contribution / active EE | $574 | $4,976-88.5% | $3,919-85.4% | $4,762-88.0% |
| Participant deferral / active EE | $2,769 | $5,910-53.1% | $5,047-45.1% | $5,983-53.7% |
| Admin fee / account holder | $6,582 | $11,741-43.9% | $8,929-26.3% | $11,250-41.5% |