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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 | $7,989 | $158,852-95.0% | $121,220-93.4% | $135,380-94.1% |
| Participation rate | 63.6% | 79.3%-15.7pp | 71.8%-8.1pp | 82.6%-19.0pp |
| Annual return | -23.97% | -0.64%-23.3pp | 16.94%-40.9pp | 519.81%-543.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,696 | $4,006-7.7% | $3,345+10.5% | $5,609-34.1% |
| Admin fee / account holder | $346 | $6,515-94.7% | $5,021-93.1% | $10,828-96.8% |