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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 | $17,678 | $87,106-79.7% | $105,607-83.3% | $80,935-78.2% |
| Participation rate | 16.7% | 70.4%-53.8pp | 75.3%-58.6pp | 67.7%-51.0pp |
| Annual return | -3.76% | 17.01%-20.8pp | 116.11%-119.9pp | 35.66%-39.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,911 | $3,986-52.1% | $5,011-61.9% | $4,299-55.6% |
| Admin fee / account holder | $1,394 | $8,447-83.5% | $10,958-87.3% | $6,924-79.9% |