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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 | $17,946 | $45,566-60.6% | $64,105-72.0% | $59,633-69.9% |
| Participation rate | 37.3% | 60.2%-22.8pp | 68.2%-30.8pp | 68.7%-31.3pp |
| Annual return | -10.03% | 4.95%-15.0pp | 791.24%-801.3pp | 2041.45%-2051.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,858 | $2,057-9.6% | $2,822-34.1% | $3,192-41.8% |
| Admin fee / account holder | $1,077 | $3,268-67.0% | $4,499-76.1% | $4,297-74.9% |