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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 | $18,675 | $91,537-79.6% | $130,045-85.6% | $75,173-75.2% |
| Participation rate | 40.5% | 71.5%-30.9pp | 78.5%-38.0pp | 67.2%-26.7pp |
| Annual return | 9.85% | -631.55%+641.4pp | -137.30%+147.2pp | 160.72%-150.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,189 | $4,343-49.6% | $5,820-62.4% | $4,126-47.0% |
| Admin fee / account holder | $3,512 | $6,780-48.2% | $10,600-66.9% | $5,651-37.9% |