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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 | $13,122 | $50,947-74.2% | $74,551-82.4% | $64,173-79.6% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.1%-37.0pp | 69.6%-37.4pp |
| Annual return | -8.18% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $120 | $1,115-89.2% | $1,961-93.9% | $2,381-95.0% |
| Participant deferral / active EE | $1,909 | $2,302-17.0% | $3,108-38.6% | $3,470-45.0% |
| Admin fee / account holder | $1,207 | $4,221-71.4% | $5,059-76.1% | $4,887-75.3% |