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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 | $16,143 | $52,678-69.4% | $75,784-78.7% | $59,633-72.9% |
| Participation rate | 51.2% | 67.2%-16.1pp | 75.8%-24.7pp | 68.7%-17.5pp |
| Annual return | -4.00% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $230 | $2,193-89.5% | $3,323-93.1% | $2,203-89.5% |
| Participant deferral / active EE | $982 | $2,591-62.1% | $3,652-73.1% | $3,192-69.2% |
| Admin fee / account holder | $348 | $3,610-90.4% | $5,300-93.4% | $4,297-91.9% |