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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 | $18,274 | $131,835-86.1% | $108,582-83.2% | $273,972-93.3% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | -0.38% | -91.57%+91.2pp | -51.70%+51.3pp | 41.46%-41.8pp |
| Employer contribution / active EE | $786 | $4,913-84.0% | $3,758-79.1% | $4,869-83.9% |
| Participant deferral / active EE | $2,461 | $5,127-52.0% | $4,311-42.9% | $5,287-53.5% |
| Admin fee / account holder | $4,699 | $10,253-54.2% | $7,645-38.5% | $10,133-53.6% |