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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 | $17,313 | $127,387-86.4% | $115,038-85.0% | $125,389-86.2% |
| Participation rate | 52.6% | 84.2%-31.5pp | 81.4%-28.7pp | 83.2%-30.6pp |
| Annual return | -3.84% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $745 | $5,166-85.6% | $4,608-83.8% | $4,866-84.7% |
| Participant deferral / active EE | $3,222 | $6,423-49.8% | $6,026-46.5% | $5,352-39.8% |
| Admin fee / account holder | $780 | $9,516-91.8% | $8,175-90.5% | $9,541-91.8% |