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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 | $10,878 | $48,078-77.4% | $78,676-86.2% | $62,881-82.7% |
| Participation rate | 52.2% | 65.2%-13.0pp | 73.6%-21.4pp | 69.3%-17.1pp |
| Annual return | -1.06% | 31.36%-32.4pp | 62.19%-63.2pp | 20.14%-21.2pp |
| Employer contribution / active EE | $204 | $2,015-89.9% | $2,850-92.9% | $2,281-91.1% |
| Participant deferral / active EE | $1,410 | $2,587-45.5% | $3,517-59.9% | $3,203-56.0% |
| Admin fee / account holder | $533 | $3,206-83.4% | $4,510-88.2% | $4,296-87.6% |