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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 | $7,269 | $85,790-91.5% | $67,313-89.2% | $135,379-94.6% |
| Participation rate | 68.4% | 76.5%-8.0pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -15.32% | -0.54%-14.8pp | -4.08%-11.2pp | 519.79%-535.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,364 | $4,651-49.2% | $3,568-33.8% | $5,609-57.9% |
| Admin fee / account holder | $532 | $6,392-91.7% | $4,507-88.2% | $10,828-95.1% |