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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 | $20,104 | $94,529-78.7% | $140,019-85.6% | $64,173-68.7% |
| Participation rate | 59.3% | 84.1%-24.8pp | 87.5%-28.2pp | 69.6%-10.3pp |
| Annual return | -10.33% | 7.77%-18.1pp | 651.15%-661.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $352 | $3,812-90.8% | $5,605-93.7% | $2,381-85.2% |
| Participant deferral / active EE | $3,720 | $5,250-29.2% | $6,927-46.3% | $3,470+7.2% |
| Admin fee / account holder | $2,912 | $6,741-56.8% | $10,705-72.8% | $4,887-40.4% |