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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 | $12,431 | $167,353-92.6% | $143,797-91.4% | $134,545-90.8% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -28.12% | 0.48%-28.6pp | -0.04%-28.1pp | 418.37%-446.5pp |
| Employer contribution / active EE | $1,070 | $5,620-81.0% | $4,952-78.4% | $4,742-77.4% |
| Participant deferral / active EE | $3,618 | $6,447-43.9% | $5,638-35.8% | $6,401-43.5% |
| Admin fee / account holder | $462 | $18,096-97.4% | $14,679-96.9% | $11,431-96.0% |