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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 | $15,167 | $88,707-82.9% | $74,184-79.6% | $273,972-94.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | -4.43% | 11.94%-16.4pp | 17.74%-22.2pp | 41.46%-45.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,489 | $4,212+30.3% | $3,550+54.6% | $5,287+3.8% |
| Admin fee / account holder | $1,302 | $8,717-85.1% | $5,586-76.7% | $10,133-87.1% |