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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 | $13,668 | $43,730-68.7% | $121,220-88.7% | $64,173-78.7% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.8%-38.4pp | 69.6%-36.2pp |
| Annual return | -13.62% | 68.94%-82.6pp | 16.94%-30.6pp | 7.63%-21.3pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,081 | $2,281-8.8% | $3,345-37.8% | $3,470-40.0% |
| Admin fee / account holder | $324 | $3,502-90.8% | $5,021-93.6% | $4,887-93.4% |