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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 | $15,322 | $110,083-86.1% | $151,639-89.9% | $68,486-77.6% |
| Participation rate | 56.0% | 84.0%-28.0pp | 87.5%-31.5pp | 67.9%-11.9pp |
| Annual return | -18.60% | -10.12%-8.5pp | 3.34%-21.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,377 | $4,470-69.2% | $6,165-77.7% | $2,597-47.0% |
| Participant deferral / active EE | $3,732 | $6,526-42.8% | $8,363-55.4% | $4,028-7.3% |
| Admin fee / account holder | $5,565 | $7,718-27.9% | $11,613-52.1% | $5,404+3.0% |