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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 | $17,770 | $127,387-86.1% | $115,038-84.6% | $125,389-85.8% |
| Participation rate | 45.0% | 84.2%-39.2pp | 81.4%-36.4pp | 83.2%-38.2pp |
| Annual return | -5.38% | 31.28%-36.7pp | 26.14%-31.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,703 | $6,423-42.3% | $6,026-38.6% | $5,352-30.8% |
| Admin fee / account holder | $3,597 | $9,516-62.2% | $8,175-56.0% | $9,541-62.3% |