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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 | $11,572 | $115,796-90.0% | $101,264-88.6% | $158,950-92.7% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | -6.81% | 56.15%-63.0pp | 46.48%-53.3pp | 302.91%-309.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,789 | $4,958+16.8% | $4,370+32.4% | $5,983-3.2% |
| Admin fee / account holder | $14,302 | $7,247+97.4% | $5,947+140.5% | $11,248+27.1% |