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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 | $15,741 | $57,350-72.6% | $83,850-81.2% | $64,181-75.5% |
| Participation rate | 48.7% | 68.6%-19.9pp | 76.1%-27.4pp | 69.6%-20.9pp |
| Annual return | -16.41% | 11.38%-27.8pp | 850.92%-867.3pp | 7.63%-24.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,440 | $2,993+15.0% | $4,082-15.7% | $3,470-0.8% |
| Admin fee / account holder | $1,313 | $4,046-67.5% | $5,478-76.0% | $4,887-73.1% |