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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 | $7,990 | $54,355-85.3% | $82,744-90.3% | $68,486-88.3% |
| Participation rate | 54.7% | 63.9%-9.2pp | 72.6%-17.8pp | 67.9%-13.2pp |
| Annual return | -20.27% | -13.67%-6.6pp | 702.22%-722.5pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,917 | $3,246-41.0% | $4,395-56.4% | $4,028-52.4% |
| Admin fee / account holder | $453 | $4,397-89.7% | $5,325-91.5% | $5,404-91.6% |