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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 | $11,992 | $44,850-73.3% | $60,547-80.2% | $59,633-79.9% |
| Participation rate | 45.5% | 59.5%-14.0pp | 68.0%-22.5pp | 68.7%-23.2pp |
| Annual return | -3.01% | 1074.14%-1077.2pp | 335.64%-338.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $189 | $1,462-87.1% | $2,419-92.2% | $2,203-91.4% |
| Participant deferral / active EE | $1,112 | $2,230-50.1% | $3,328-66.6% | $3,192-65.2% |
| Admin fee / account holder | $2,602 | $3,635-28.4% | $4,536-42.6% | $4,297-39.4% |