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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 | $19,591 | $127,387-84.6% | $115,038-83.0% | $125,389-84.4% |
| Participation rate | 27.3% | 84.2%-56.9pp | 81.4%-54.1pp | 83.2%-55.9pp |
| Annual return | -6.27% | 31.28%-37.6pp | 26.14%-32.4pp | 282.24%-288.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,945 | $6,423-54.1% | $6,026-51.1% | $5,352-45.0% |
| Admin fee / account holder | $1,851 | $9,516-80.5% | $8,175-77.4% | $9,541-80.6% |