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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 | $15,005 | $167,533-91.0% | $151,645-90.1% | $134,545-88.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -23.77% | 7.81%-31.6pp | 3.34%-27.1pp | 418.37%-442.1pp |
| Employer contribution / active EE | $147 | $6,828-97.9% | $6,165-97.6% | $4,742-96.9% |
| Participant deferral / active EE | $5,126 | $8,985-43.0% | $8,363-38.7% | $6,401-19.9% |
| Admin fee / account holder | $617 | $13,781-95.5% | $11,614-94.7% | $11,431-94.6% |