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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 | $14,053 | $72,177-80.5% | $115,038-87.8% | $59,633-76.4% |
| Participation rate | 48.6% | 72.6%-24.0pp | 81.4%-32.8pp | 68.7%-20.1pp |
| Annual return | -7.96% | 12.02%-20.0pp | 26.14%-34.1pp | 2041.45%-2049.4pp |
| Employer contribution / active EE | $358 | $2,841-87.4% | $4,608-92.2% | $2,203-83.7% |
| Participant deferral / active EE | $2,603 | $4,783-45.6% | $6,026-56.8% | $3,192-18.5% |
| Admin fee / account holder | $921 | $4,927-81.3% | $8,175-88.7% | $4,297-78.6% |