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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 | $14,864 | $211,946-93.0% | $169,452-91.2% | $135,380-89.0% |
| Participation rate | 38.5% | 82.6%-44.2pp | 77.8%-39.3pp | 82.6%-44.2pp |
| Annual return | -9.99% | 3.26%-13.3pp | 1.83%-11.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,364 | $6,075-44.6% | $5,277-36.2% | $5,609-40.0% |
| Admin fee / account holder | $2,042 | $11,472-82.2% | $9,110-77.6% | $10,828-81.1% |