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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 | $12,504 | $167,352-92.5% | $143,788-91.3% | $134,509-90.7% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -25.56% | 0.47%-26.0pp | -0.03%-25.5pp | 418.13%-443.7pp |
| Employer contribution / active EE | $647 | $5,620-88.5% | $4,952-86.9% | $4,741-86.4% |
| Participant deferral / active EE | $3,078 | $6,447-52.3% | $5,638-45.4% | $6,400-51.9% |
| Admin fee / account holder | $2,261 | $18,091-87.5% | $14,675-84.6% | $11,427-80.2% |