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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 | $17,639 | $92,219-80.9% | $76,767-77.0% | $135,380-87.0% |
| Participation rate | 52.6% | 79.8%-27.1pp | 77.0%-24.3pp | 82.6%-30.0pp |
| Annual return | -9.49% | 5.46%-14.9pp | 2.43%-11.9pp | 519.81%-529.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,029 | $4,508-32.8% | $3,852-21.4% | $5,609-46.0% |
| Admin fee / account holder | $6,038 | $10,749-43.8% | $6,675-9.5% | $10,828-44.2% |