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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 | $4,682 | $95,406-95.1% | $185,849-97.5% | $85,847-94.5% |
| Participation rate | 29.0% | 68.8%-39.7pp | 81.7%-52.7pp | 69.3%-40.3pp |
| Annual return | -11.79% | 23.59%-35.4pp | 122.10%-133.9pp | 318.61%-330.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,478 | $3,424-56.8% | $5,569-73.5% | $3,952-62.6% |
| Admin fee / account holder | $1,121 | $7,214-84.5% | $16,244-93.1% | $6,261-82.1% |