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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 | $14,596 | $105,856-86.2% | $90,161-83.8% | $147,585-90.1% |
| Participation rate | 41.2% | 79.7%-38.6pp | 76.9%-35.7pp | 82.8%-41.7pp |
| Annual return | -6.48% | 37.63%-44.1pp | 34.89%-41.4pp | 578.58%-585.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,320 | $5,733-24.6% | $5,287-18.3% | $5,439-20.6% |
| Admin fee / account holder | $5,889 | $8,046-26.8% | $5,943-0.9% | $10,886-45.9% |