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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 | $13,690 | $82,678-83.4% | $125,391-89.1% | $68,490-80.0% |
| Participation rate | 26.9% | 75.1%-48.1pp | 82.4%-55.5pp | 67.9%-41.0pp |
| Annual return | -25.34% | -5.97%-19.4pp | 572.41%-597.8pp | -7.85%-17.5pp |
| Employer contribution / active EE | $285 | $3,382-91.6% | $4,816-94.1% | $2,597-89.0% |
| Participant deferral / active EE | $3,345 | $6,111-45.3% | $7,448-55.1% | $4,028-17.0% |
| Admin fee / account holder | $1,902 | $6,277-69.7% | $10,009-81.0% | $5,403-64.8% |