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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 | $14,813 | $129,960-88.6% | $104,299-85.8% | $134,545-89.0% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -22.57% | 42.06%-64.6pp | 24.62%-47.2pp | 418.37%-440.9pp |
| Employer contribution / active EE | $513 | $4,186-87.7% | $3,373-84.8% | $4,742-89.2% |
| Participant deferral / active EE | $1,456 | $5,589-74.0% | $4,626-68.5% | $6,401-77.3% |
| Admin fee / account holder | $1,293 | $9,324-86.1% | $7,339-82.4% | $11,431-88.7% |