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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 | $12,846 | $77,816-83.5% | $123,549-89.6% | $64,181-80.0% |
| Participation rate | 38.5% | 74.7%-36.2pp | 82.3%-43.8pp | 69.6%-31.1pp |
| Annual return | -10.85% | 12.49%-23.3pp | 119.20%-130.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,634 | $5,240-30.6% | $6,426-43.4% | $3,470+4.7% |
| Admin fee / account holder | $4,554 | $5,519-17.5% | $9,284-50.9% | $4,887-6.8% |