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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 | $17,520 | $71,873-75.6% | $86,698-79.8% | $68,490-74.4% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -20.55% | 3.54%-24.1pp | 35.96%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $562 | $2,173-74.2% | $2,837-80.2% | $2,597-78.4% |
| Participant deferral / active EE | $3,364 | $3,779-11.0% | $4,656-27.7% | $4,028-16.5% |
| Admin fee / account holder | $2,123 | $6,110-65.2% | $7,492-71.7% | $5,403-60.7% |