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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 | $19,098 | $99,032-80.7% | $80,022-76.1% | $135,379-85.9% |
| Participation rate | 68.8% | 78.4%-9.6pp | 75.8%-7.1pp | 82.6%-13.9pp |
| Annual return | -9.83% | 15.39%-25.2pp | 11.22%-21.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,183 | $4,282-72.4% | $3,686-67.9% | $5,609-78.9% |
| Admin fee / account holder | $304 | $10,436-97.1% | $6,521-95.3% | $10,828-97.2% |