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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 | $15,851 | $58,587-72.9% | $83,322-81.0% | $64,173-75.3% |
| Participation rate | 45.7% | 72.0%-26.3pp | 77.8%-32.0pp | 69.6%-23.9pp |
| Annual return | -11.96% | 9.65%-21.6pp | 10.64%-22.6pp | 7.63%-19.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,910 | $4,654-16.0% | $5,565-29.7% | $3,470+12.7% |
| Admin fee / account holder | $1,698 | $9,279-81.7% | $7,540-77.5% | $4,887-65.3% |