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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 | $19,499 | $99,032-80.3% | $80,022-75.6% | $135,380-85.6% |
| Participation rate | 57.9% | 78.4%-20.5pp | 75.8%-17.9pp | 82.6%-24.7pp |
| Annual return | -9.16% | 15.39%-24.5pp | 11.22%-20.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,194 | $4,282-72.1% | $3,686-67.6% | $5,609-78.7% |
| Admin fee / account holder | $661 | $10,436-93.7% | $6,521-89.9% | $10,828-93.9% |