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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 | $14,112 | $64,719-78.2% | $112,249-87.4% | $68,486-79.4% |
| Participation rate | 59.0% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.9pp |
| Annual return | -20.95% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $265 | $2,747-90.4% | $3,636-92.7% | $2,597-89.8% |
| Participant deferral / active EE | $1,758 | $3,565-50.7% | $4,729-62.8% | $4,028-56.4% |
| Admin fee / account holder | $566 | $5,232-89.2% | $6,412-91.2% | $5,404-89.5% |