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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 | $12,072 | $93,346-87.1% | $71,796-83.2% | $273,972-95.6% |
| Participation rate | 18.8% | 76.5%-57.8pp | 69.1%-50.4pp | 83.0%-64.3pp |
| Annual return | -12.90% | 130.39%-143.3pp | 78.04%-90.9pp | 41.46%-54.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,006 | $3,475-42.3% | $2,794-28.2% | $5,287-62.1% |
| Admin fee / account holder | $5,267 | $6,571-19.8% | $4,815+9.4% | $10,133-48.0% |