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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 | $14,856 | $58,714-74.7% | $142,874-89.6% | $85,856-82.7% |
| Participation rate | 32.4% | 58.5%-26.1pp | 72.0%-39.6pp | 69.3%-37.0pp |
| Annual return | -18.39% | 27.73%-46.1pp | 5638.58%-5657.0pp | 318.58%-337.0pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,000 | $2,608+15.0% | $3,838-21.8% | $3,952-24.1% |
| Admin fee / account holder | $3,308 | $4,241-22.0% | $6,561-49.6% | $6,261-47.2% |