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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 | $11,571 | $67,411-82.8% | $91,004-87.3% | $70,126-83.5% |
| Participation rate | 59.3% | 71.4%-12.1pp | 75.6%-16.3pp | 69.5%-10.3pp |
| Annual return | 10.15% | -40.16%+50.3pp | 4.60%+5.6pp | 73.15%-63.0pp |
| Employer contribution / active EE | $161 | $1,786-91.0% | $2,456-93.4% | $2,343-93.1% |
| Participant deferral / active EE | $1,614 | $2,823-42.8% | $3,548-54.5% | $3,332-51.6% |
| Admin fee / account holder | $610 | $4,236-85.6% | $5,417-88.7% | $4,645-86.9% |