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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 | $14,324 | $39,162-63.4% | $100,671-85.8% | $59,633-76.0% |
| Participation rate | 12.0% | 55.9%-43.9pp | 70.7%-58.7pp | 68.7%-56.7pp |
| Annual return | -18.07% | 21.07%-39.1pp | 20.43%-38.5pp | 2041.45%-2059.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,236 | $1,992-37.9% | $3,144-60.7% | $3,192-61.3% |
| Admin fee / account holder | $1,154 | $2,969-61.2% | $4,850-76.2% | $4,297-73.2% |