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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 | $14,152 | $50,947-72.2% | $74,551-81.0% | $64,173-77.9% |
| Participation rate | 59.2% | 61.1%-1.9pp | 69.1%-10.0pp | 69.6%-10.4pp |
| Annual return | -12.05% | -1.85%-10.2pp | 32.53%-44.6pp | 7.63%-19.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,801 | $2,302+21.7% | $3,108-9.9% | $3,470-19.3% |
| Admin fee / account holder | $714 | $4,221-83.1% | $5,059-85.9% | $4,887-85.4% |