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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 | $16,664 | $72,177-76.9% | $115,038-85.5% | $59,633-72.1% |
| Participation rate | 45.5% | 72.6%-27.1pp | 81.4%-35.9pp | 68.7%-23.2pp |
| Annual return | -5.49% | 12.02%-17.5pp | 26.14%-31.6pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $29 | $2,841-99.0% | $4,608-99.4% | $2,203-98.7% |
| Participant deferral / active EE | $2,935 | $4,783-38.6% | $6,026-51.3% | $3,192-8.0% |
| Admin fee / account holder | $1,438 | $4,927-70.8% | $8,175-82.4% | $4,297-66.5% |