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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 | $14,756 | $78,694-81.2% | $67,652-78.2% | $125,389-88.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -5.16% | 9.46%-14.6pp | 6625.40%-6630.6pp | 282.24%-287.4pp |
| Employer contribution / active EE | $314 | $3,044-89.7% | $2,266-86.1% | $4,866-93.5% |
| Participant deferral / active EE | $8,012 | $4,292+86.7% | $3,560+125.1% | $5,352+49.7% |
| Admin fee / account holder | $1,685 | $7,403-77.2% | $4,821-65.0% | $9,541-82.3% |