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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 | $20,489 | $56,197-63.5% | $67,652-69.7% | $59,633-65.6% |
| Participation rate | 36.7% | 71.5%-34.8pp | 75.7%-39.0pp | 68.7%-32.0pp |
| Annual return | -3.24% | 18508.10%-18511.3pp | 6625.40%-6628.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,309 | $2,844-54.0% | $3,560-63.2% | $3,192-59.0% |
| Admin fee / account holder | $6,893 | $3,958+74.2% | $4,821+43.0% | $4,297+60.4% |