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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 | $15,861 | $94,529-83.2% | $140,019-88.7% | $64,173-75.3% |
| Participation rate | 59.3% | 84.1%-24.8pp | 87.5%-28.2pp | 69.6%-10.3pp |
| Annual return | -8.44% | 7.77%-16.2pp | 651.15%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $970 | $3,812-74.5% | $5,605-82.7% | $2,381-59.2% |
| Participant deferral / active EE | $2,865 | $5,250-45.4% | $6,927-58.6% | $3,470-17.4% |
| Admin fee / account holder | $406 | $6,741-94.0% | $10,705-96.2% | $4,887-91.7% |