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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 | $12,372 | $38,969-68.3% | $109,313-88.7% | $55,167-77.6% |
| Participation rate | 30.2% | 58.2%-28.0pp | 71.3%-41.1pp | 69.0%-38.8pp |
| Annual return | -4.85% | 8.26%-13.1pp | 22.07%-26.9pp | 169.23%-174.1pp |
| Employer contribution / active EE | $214 | $1,227-82.5% | $3,892-94.5% | $1,963-89.1% |
| Participant deferral / active EE | $844 | $2,176-61.2% | $3,166-73.4% | $3,054-72.4% |
| Admin fee / account holder | $680 | $501+35.7% | $5,666-88.0% | $504+35.0% |