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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 | $14,650 | $42,548-65.6% | $74,549-80.3% | $56,287-74.0% |
| Participation rate | 22.4% | 60.5%-38.0pp | 69.1%-46.7pp | 69.9%-47.4pp |
| Annual return | -11.49% | 12.40%-23.9pp | 32.53%-44.0pp | -9.96%-1.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,231 | $2,277-46.0% | $3,108-60.4% | $3,350-63.3% |
| Admin fee / account holder | $333 | $467-28.8% | $5,059-93.4% | $521-36.1% |