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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 | $24,774 | $69,977-64.6% | $108,582-77.2% | $62,881-60.6% |
| Participation rate | 43.1% | 72.9%-29.8pp | 79.6%-36.5pp | 69.3%-26.2pp |
| Annual return | 3.69% | 10.73%-7.0pp | -51.70%+55.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $372 | $2,135-82.6% | $3,758-90.1% | $2,281-83.7% |
| Participant deferral / active EE | $1,671 | $3,165-47.2% | $4,311-61.2% | $3,203-47.8% |
| Admin fee / account holder | $3,892 | $5,076-23.3% | $7,645-49.1% | $4,296-9.4% |