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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 | $11,128 | $53,546-79.2% | $69,884-84.1% | $68,486-83.8% |
| Participation rate | 29.9% | 64.5%-34.7pp | 70.5%-40.6pp | 67.9%-38.0pp |
| Annual return | -20.96% | -13.87%-7.1pp | 190.81%-211.8pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,423 | $2,957-51.9% | $3,848-63.0% | $4,028-64.7% |
| Admin fee / account holder | $5,137 | $4,693+9.5% | $6,266-18.0% | $5,404-4.9% |