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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 | $17,514 | $102,422-82.9% | $147,117-88.1% | $80,959-78.4% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 9.94% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,803 | $6,652-57.9% | $8,065-65.2% | $4,300-34.8% |
| Admin fee / account holder | $1,275 | $7,953-84.0% | $12,993-90.2% | $6,925-81.6% |