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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 | $14,899 | $86,701-82.8% | $73,309-79.7% | $125,389-88.1% |
| Participation rate | 53.3% | 78.6%-25.3pp | 74.9%-21.6pp | 83.2%-29.9pp |
| Annual return | -15.70% | 2.78%-18.5pp | 5.67%-21.4pp | 282.24%-297.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,904 | $5,549-47.7% | $4,991-41.8% | $5,352-45.7% |
| Admin fee / account holder | $1,587 | $7,768-79.6% | $5,635-71.8% | $9,541-83.4% |