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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 | $17,284 | $105,623-83.6% | $87,502-80.2% | $273,970-93.7% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | -0.10% | 12.26%-12.4pp | 12.21%-12.3pp | 41.46%-41.6pp |
| Employer contribution / active EE | $60 | $3,141-98.1% | $2,550-97.6% | $4,869-98.8% |
| Participant deferral / active EE | $780 | $3,601-78.3% | $3,149-75.2% | $5,287-85.2% |
| Admin fee / account holder | $346 | $4,781-92.8% | $4,221-91.8% | $10,132-96.6% |