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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 | $14,294 | $52,519-72.8% | $155,789-90.8% | $59,633-76.0% |
| Participation rate | 23.7% | 61.7%-38.0pp | 76.1%-52.4pp | 68.7%-44.9pp |
| Annual return | -19.28% | 53.51%-72.8pp | 71.54%-90.8pp | 2041.45%-2060.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,971 | $3,084-36.1% | $4,798-58.9% | $3,192-38.3% |
| Admin fee / account holder | $1,783 | $3,540-49.6% | $7,477-76.2% | $4,297-58.5% |