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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 | $6,977 | $49,280-85.8% | $67,313-89.6% | $64,173-89.1% |
| Participation rate | 35.5% | 60.8%-25.3pp | 69.1%-33.6pp | 69.6%-34.1pp |
| Annual return | -21.58% | -1.39%-20.2pp | -4.08%-17.5pp | 7.63%-29.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,097 | $2,484-55.8% | $3,568-69.3% | $3,470-68.4% |
| Admin fee / account holder | $782 | $3,863-79.7% | $4,507-82.6% | $4,887-84.0% |