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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 | $11,051 | $58,587-81.1% | $83,322-86.7% | $64,173-82.8% |
| Participation rate | 46.5% | 72.0%-25.5pp | 77.8%-31.2pp | 69.6%-23.1pp |
| Annual return | -14.78% | 9.65%-24.4pp | 10.64%-25.4pp | 7.63%-22.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,881 | $4,654-16.6% | $5,565-30.3% | $3,470+11.9% |
| Admin fee / account holder | $847 | $9,279-90.9% | $7,540-88.8% | $4,887-82.7% |