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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 | $13,742 | $77,816-82.3% | $123,552-88.9% | $64,173-78.6% |
| Participation rate | 47.5% | 74.7%-27.2pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | -17.52% | 12.49%-30.0pp | 119.20%-136.7pp | 7.63%-25.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,210 | $5,240-0.6% | $6,426-18.9% | $3,470+50.2% |
| Admin fee / account holder | $807 | $5,519-85.4% | $9,285-91.3% | $4,887-83.5% |