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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 | $14,567 | $75,183-80.6% | $123,894-88.2% | $55,167-73.6% |
| Participation rate | 19.5% | 72.8%-53.3pp | 81.4%-61.9pp | 69.0%-49.5pp |
| Annual return | -36.06% | 19.01%-55.1pp | 47.52%-83.6pp | 169.23%-205.3pp |
| Employer contribution / active EE | $76 | $2,823-97.3% | $4,617-98.4% | $1,963-96.1% |
| Participant deferral / active EE | $2,393 | $5,084-52.9% | $5,984-60.0% | $3,054-21.6% |
| Admin fee / account holder | $625 | $663-5.7% | $8,357-92.5% | $504+24.0% |