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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 | $21,140 | $127,387-83.4% | $115,038-81.6% | $125,389-83.1% |
| Participation rate | 40.9% | 84.2%-43.2pp | 81.4%-40.5pp | 83.2%-42.3pp |
| Annual return | -8.34% | 31.28%-39.6pp | 26.14%-34.5pp | 282.24%-290.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,966 | $6,423-22.7% | $6,026-17.6% | $5,352-7.2% |
| Admin fee / account holder | $1,301 | $9,516-86.3% | $8,175-84.1% | $9,541-86.4% |