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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 | $14,751 | $184,014-92.0% | $161,149-90.8% | $138,895-89.4% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.8%-17.3pp | 79.9%-18.4pp |
| Annual return | -25.38% | 21.52%-46.9pp | 21.16%-46.5pp | 145.39%-170.8pp |
| Employer contribution / active EE | $375 | $5,055-92.6% | $4,360-91.4% | $4,194-91.1% |
| Participant deferral / active EE | $4,589 | $6,909-33.6% | $6,153-25.4% | $6,396-28.3% |
| Admin fee / account holder | $6,206 | $18,027-65.6% | $15,194-59.2% | $12,562-50.6% |