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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 | $20,034 | $56,197-64.3% | $67,652-70.4% | $59,633-66.4% |
| Participation rate | 60.4% | 71.5%-11.1pp | 75.7%-15.2pp | 68.7%-8.3pp |
| Annual return | -3.08% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,715 | $2,844+136.1% | $3,560+88.6% | $3,192+110.4% |
| Admin fee / account holder | $1,094 | $3,958-72.4% | $4,821-77.3% | $4,297-74.5% |