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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 | $14,307 | $65,034-78.0% | $90,970-84.3% | $79,856-82.1% |
| Participation rate | 21.4% | 61.6%-40.2pp | 69.0%-47.6pp | 69.6%-48.2pp |
| Annual return | -2.20% | 30.45%-32.7pp | 134.60%-136.8pp | 31.71%-33.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,265 | $2,512-49.6% | $3,373-62.5% | $3,741-66.2% |
| Admin fee / account holder | $849 | $4,536-81.3% | $5,961-85.7% | $5,306-84.0% |