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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 | $21,165 | $56,199-62.3% | $67,652-68.7% | $59,632-64.5% |
| Participation rate | 40.3% | 71.5%-31.2pp | 75.7%-35.4pp | 68.7%-28.4pp |
| Annual return | -3.16% | 18505.31%-18508.5pp | 6625.04%-6628.2pp | 2041.32%-2044.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,814 | $2,844-1.1% | $3,560-21.0% | $3,192-11.8% |
| Admin fee / account holder | $4,308 | $3,958+8.8% | $4,821-10.6% | $4,297+0.3% |