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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 | $10,328 | $105,856-90.2% | $90,161-88.5% | $147,585-93.0% |
| Participation rate | 65.2% | 79.7%-14.5pp | 76.9%-11.7pp | 82.8%-17.6pp |
| Annual return | -23.11% | 37.63%-60.7pp | 34.89%-58.0pp | 578.58%-601.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,155 | $5,733-10.1% | $5,287-2.5% | $5,439-5.2% |
| Admin fee / account holder | $1,351 | $8,046-83.2% | $5,943-77.3% | $10,886-87.6% |