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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 | $18,714 | $181,896-89.7% | $156,551-88.0% | $273,972-93.2% |
| Participation rate | 31.6% | 88.4%-56.8pp | 84.0%-52.4pp | 83.0%-51.4pp |
| Annual return | -44.75% | 30.74%-75.5pp | 32.23%-77.0pp | 41.46%-86.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,689 | $5,550-33.5% | $4,871-24.3% | $5,287-30.2% |
| Admin fee / account holder | $4,179 | $15,560-73.1% | $13,028-67.9% | $10,133-58.8% |