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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 | $18,151 | $58,493-69.0% | $84,021-78.4% | $72,975-75.1% |
| Participation rate | 59.8% | 61.2%-1.5pp | 69.0%-9.3pp | 69.5%-9.7pp |
| Annual return | -58.46% | 28.93%-87.4pp | 71.32%-129.8pp | 81.01%-139.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,565 | $2,394-34.6% | $3,239-51.7% | $3,608-56.6% |
| Admin fee / account holder | $376 | $4,569-91.8% | $6,102-93.8% | $5,124-92.7% |