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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 | $11,623 | $87,546-86.7% | $75,784-84.7% | $125,389-90.7% |
| Participation rate | 35.7% | 80.2%-44.5pp | 75.8%-40.1pp | 83.2%-47.5pp |
| Annual return | -5.34% | 13.49%-18.8pp | 9.68%-15.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,358 | $4,230-20.6% | $3,652-8.0% | $5,352-37.2% |
| Admin fee / account holder | $4,519 | $6,503-30.5% | $5,300-14.7% | $9,541-52.6% |