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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 | $6,429 | $75,541-91.5% | $152,093-95.8% | $82,637-92.2% |
| Participation rate | 7.7% | 66.5%-58.8pp | 77.8%-70.1pp | 68.1%-60.4pp |
| Annual return | -123.99% | 32.56%-156.6pp | 66.36%-190.4pp | 53.51%-177.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $883 | $3,206-72.5% | $5,451-83.8% | $4,126-78.6% |
| Admin fee / account holder | $7,654 | $6,405+19.5% | $14,497-47.2% | $7,339+4.3% |