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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 | $15,300 | $93,346-83.6% | $71,796-78.7% | $273,972-94.4% |
| Participation rate | 22.7% | 76.5%-53.8pp | 69.1%-46.4pp | 83.0%-60.3pp |
| Annual return | -7.82% | 130.39%-138.2pp | 78.04%-85.9pp | 41.46%-49.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,172 | $3,475-8.7% | $2,794+13.5% | $5,287-40.0% |
| Admin fee / account holder | $3,274 | $6,571-50.2% | $4,815-32.0% | $10,133-67.7% |