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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 | $18,875 | $92,219-79.5% | $76,767-75.4% | $135,380-86.1% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -9.35% | 5.46%-14.8pp | 2.43%-11.8pp | 519.81%-529.2pp |
| Employer contribution / active EE | $369 | $3,216-88.5% | $2,485-85.2% | $4,779-92.3% |
| Participant deferral / active EE | $2,000 | $4,508-55.6% | $3,852-48.1% | $5,609-64.3% |
| Admin fee / account holder | $2,445 | $10,749-77.2% | $6,675-63.4% | $10,828-77.4% |