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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 | $15,626 | $76,401-79.5% | $106,387-85.3% | $64,173-75.6% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.5%-24.1pp | 69.6%-16.2pp |
| Annual return | -9.37% | -2.19%-7.2pp | 0.25%-9.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,913 | $4,274-8.4% | $5,421-27.8% | $3,470+12.8% |
| Admin fee / account holder | $1,304 | $4,610-71.7% | $7,510-82.6% | $4,887-73.3% |