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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 | $15,471 | $57,352-73.0% | $83,830-81.5% | $64,173-75.9% |
| Participation rate | 30.9% | 68.6%-37.7pp | 76.1%-45.2pp | 69.6%-38.7pp |
| Annual return | -25.52% | 11.38%-36.9pp | 850.97%-876.5pp | 7.63%-33.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,831 | $2,993-38.8% | $4,082-55.1% | $3,470-47.2% |
| Admin fee / account holder | $2,880 | $4,046-28.8% | $5,479-47.4% | $4,887-41.1% |