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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 | $12,168 | $59,813-79.7% | $79,580-84.7% | $68,486-82.2% |
| Participation rate | 47.1% | 61.1%-14.0pp | 69.5%-22.4pp | 67.9%-20.8pp |
| Annual return | -21.51% | -12.30%-9.2pp | 0.15%-21.7pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,421 | $3,024-19.9% | $3,985-39.2% | $4,028-39.9% |
| Admin fee / account holder | $2,613 | $4,835-46.0% | $6,835-61.8% | $5,404-51.6% |