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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 | $23,393 | $140,592-83.4% | $123,105-81.0% | $125,389-81.3% |
| Participation rate | 37.5% | 88.2%-50.7pp | 86.8%-49.3pp | 83.2%-45.7pp |
| Annual return | -29.60% | 16.80%-46.4pp | 13.22%-42.8pp | 282.24%-311.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,302 | $6,980-67.0% | $6,229-63.1% | $5,352-57.0% |
| Admin fee / account holder | $8,623 | $11,198-23.0% | $9,014-4.3% | $9,541-9.6% |