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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 | $14,458 | $95,979-84.9% | $74,551-80.6% | $135,380-89.3% |
| Participation rate | 14.3% | 75.7%-61.4pp | 69.1%-54.9pp | 82.6%-68.4pp |
| Annual return | -11.78% | 56.97%-68.7pp | 32.53%-44.3pp | 519.81%-531.6pp |
| Employer contribution / active EE | $181 | $2,716-93.3% | $1,961-90.8% | $4,779-96.2% |
| Participant deferral / active EE | $1,433 | $3,844-62.7% | $3,108-53.9% | $5,609-74.4% |
| Admin fee / account holder | $683 | $6,522-89.5% | $5,059-86.5% | $10,828-93.7% |