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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 | $13,263 | $81,870-83.8% | $119,634-88.9% | $68,490-80.6% |
| Participation rate | 61.7% | 71.9%-10.2pp | 79.3%-17.5pp | 67.9%-6.2pp |
| Annual return | -21.85% | -23.82%+2.0pp | -14.98%-6.9pp | -7.85%-14.0pp |
| Employer contribution / active EE | $588 | $2,692-78.1% | $4,232-86.1% | $2,597-77.3% |
| Participant deferral / active EE | $2,132 | $4,148-48.6% | $5,601-61.9% | $4,028-47.1% |
| Admin fee / account holder | $1,392 | $6,583-78.9% | $10,329-86.5% | $5,403-74.2% |