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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 | $17,101 | $167,353-89.8% | $143,797-88.1% | $134,545-87.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -29.76% | 0.48%-30.2pp | -0.04%-29.7pp | 418.37%-448.1pp |
| Employer contribution / active EE | $1,095 | $5,620-80.5% | $4,952-77.9% | $4,742-76.9% |
| Participant deferral / active EE | $5,700 | $6,447-11.6% | $5,638+1.1% | $6,401-11.0% |
| Admin fee / account holder | $327 | $18,096-98.2% | $14,679-97.8% | $11,431-97.1% |