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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 | $19,392 | $81,870-76.3% | $119,634-83.8% | $68,490-71.7% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -19.35% | -23.82%+4.5pp | -14.98%-4.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $560 | $2,692-79.2% | $4,232-86.8% | $2,597-78.4% |
| Participant deferral / active EE | $4,001 | $4,148-3.6% | $5,601-28.6% | $4,028-0.7% |
| Admin fee / account holder | $1,433 | $6,583-78.2% | $10,329-86.1% | $5,403-73.5% |