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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 | $9,220 | $49,177-81.3% | $79,467-88.4% | $64,173-85.6% |
| Participation rate | 38.2% | 65.0%-26.8pp | 73.3%-35.2pp | 69.6%-31.4pp |
| Annual return | -12.09% | -1.16%-10.9pp | 718.30%-730.4pp | 7.63%-19.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,957 | $2,821-30.7% | $3,704-47.2% | $3,470-43.6% |
| Admin fee / account holder | $451 | $3,839-88.3% | $5,104-91.2% | $4,887-90.8% |