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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 | $23,187 | $82,028-71.7% | $123,105-81.2% | $59,633-61.1% |
| Participation rate | 34.6% | 83.2%-48.6pp | 86.8%-52.2pp | 68.7%-34.1pp |
| Annual return | -3.58% | 5.12%-8.7pp | 13.22%-16.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,046 | $4,667-34.7% | $6,229-51.1% | $3,192-4.6% |
| Admin fee / account holder | $1,107 | $5,879-81.2% | $9,014-87.7% | $4,297-74.2% |