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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 | $16,238 | $153,311-89.4% | $109,313-85.1% | $273,972-94.1% |
| Participation rate | 37.5% | 80.1%-42.6pp | 71.3%-33.8pp | 83.0%-45.5pp |
| Annual return | -12.16% | 29.86%-42.0pp | 22.07%-34.2pp | 41.46%-53.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $317 | $3,932-91.9% | $3,166-90.0% | $5,287-94.0% |
| Admin fee / account holder | $3,140 | $8,076-61.1% | $5,666-44.6% | $10,133-69.0% |