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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 | $7,853 | $57,352-86.3% | $83,831-90.6% | $64,173-87.8% |
| Participation rate | 37.5% | 68.6%-31.1pp | 76.1%-38.6pp | 69.6%-32.1pp |
| Annual return | -11.73% | 11.38%-23.1pp | 850.99%-862.7pp | 7.63%-19.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,623 | $2,993-45.8% | $4,082-60.2% | $3,470-53.2% |
| Admin fee / account holder | $754 | $4,046-81.4% | $5,479-86.2% | $4,887-84.6% |