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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 | $17,155 | $113,941-84.9% | $94,228-81.8% | $125,388-86.3% |
| Participation rate | 59.1% | 82.9%-23.8pp | 78.8%-19.7pp | 83.2%-24.1pp |
| Annual return | -12.68% | 5.29%-18.0pp | 10.68%-23.4pp | 282.24%-294.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,958 | $5,179-42.9% | $4,320-31.5% | $5,352-44.7% |
| Admin fee / account holder | $4,356 | $8,392-48.1% | $6,269-30.5% | $9,541-54.3% |