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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 | $14,469 | $39,162-63.1% | $100,671-85.6% | $59,633-75.7% |
| Participation rate | 69.1% | 55.9%+13.3pp | 70.7%-1.6pp | 68.7%+0.4pp |
| Annual return | -2.95% | 21.07%-24.0pp | 20.43%-23.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,557 | $1,992-21.8% | $3,144-50.5% | $3,192-51.2% |
| Admin fee / account holder | $1,261 | $2,969-57.5% | $4,850-74.0% | $4,297-70.7% |