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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 | $13,293 | $107,809-87.7% | $90,657-85.3% | $135,379-90.2% |
| Participation rate | 26.3% | 78.0%-51.7pp | 74.0%-47.7pp | 82.6%-56.3pp |
| Annual return | -35.69% | -0.90%-34.8pp | 1.89%-37.6pp | 519.79%-555.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,242 | $3,872-42.1% | $3,424-34.5% | $5,609-60.0% |
| Admin fee / account holder | $8,404 | $5,931+41.7% | $4,994+68.3% | $10,828-22.4% |