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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 | $13,563 | $113,935-88.1% | $94,224-85.6% | $125,393-89.2% |
| Participation rate | 33.3% | 82.9%-49.6pp | 78.8%-45.4pp | 83.2%-49.9pp |
| Annual return | -3.65% | 5.29%-8.9pp | 10.68%-14.3pp | 282.23%-285.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,278 | $5,179+40.5% | $4,320+68.5% | $5,351+36.0% |
| Admin fee / account holder | $7,370 | $8,391-12.2% | $6,269+17.6% | $9,541-22.8% |