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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 | $11,333 | $56,339-79.9% | $104,301-89.1% | $68,495-83.5% |
| Participation rate | 54.3% | 63.3%-9.0pp | 73.3%-19.0pp | 67.9%-13.6pp |
| Annual return | -19.56% | -9.19%-10.4pp | 24.61%-44.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,031 | $3,077-1.5% | $4,626-34.5% | $4,028-24.7% |
| Admin fee / account holder | $5,738 | $4,902+17.1% | $7,340-21.8% | $5,403+6.2% |