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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 | $25,523 | $110,083-76.8% | $151,645-83.2% | $68,490-62.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -19.76% | -10.12%-9.6pp | 3.34%-23.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,300 | $6,526-18.8% | $8,363-36.6% | $4,028+31.6% |
| Admin fee / account holder | $7,113 | $7,718-7.8% | $11,614-38.8% | $5,403+31.6% |