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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 | $18,617 | $94,529-80.3% | $140,019-86.7% | $64,173-71.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 87.5%-20.8pp | 69.6%-2.9pp |
| Annual return | -11.06% | 7.77%-18.8pp | 651.17%-662.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,864 | $5,250-26.4% | $6,927-44.2% | $3,470+11.4% |
| Admin fee / account holder | $1,282 | $6,741-81.0% | $10,705-88.0% | $4,887-73.8% |