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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 | $15,936 | $110,083-85.5% | $151,628-89.5% | $68,495-76.7% |
| Participation rate | 68.8% | 84.0%-15.1pp | 87.5%-18.7pp | 67.9%+0.9pp |
| Annual return | -23.35% | -10.12%-13.2pp | 3.34%-26.7pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,832 | $6,526-10.6% | $8,363-30.3% | $4,028+44.8% |
| Admin fee / account holder | $1,115 | $7,718-85.6% | $11,613-90.4% | $5,403-79.4% |