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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 | $21,263 | $67,411-68.5% | $91,004-76.6% | $70,126-69.7% |
| Participation rate | 33.3% | 71.4%-38.0pp | 75.6%-42.3pp | 69.5%-36.2pp |
| Annual return | 2.73% | -40.16%+42.9pp | 4.60%-1.9pp | 73.15%-70.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,268 | $2,823+51.2% | $3,548+20.3% | $3,332+28.1% |
| Admin fee / account holder | $1,628 | $4,236-61.6% | $5,417-70.0% | $4,645-65.0% |