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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 | $17,458 | $65,704-73.4% | $94,229-81.5% | $59,633-70.7% |
| Participation rate | 43.9% | 72.1%-28.2pp | 78.8%-34.9pp | 68.7%-24.8pp |
| Annual return | -9.23% | 5.22%-14.4pp | 10.68%-19.9pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,010 | $3,143-4.2% | $4,320-30.3% | $3,192-5.7% |
| Admin fee / account holder | $1,963 | $4,265-54.0% | $6,269-68.7% | $4,297-54.3% |