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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 | $2,397 | $54,357-95.6% | $82,706-97.1% | $68,495-96.5% |
| Participation rate | 53.3% | 63.9%-10.6pp | 72.6%-19.2pp | 67.9%-14.6pp |
| Annual return | -22.92% | -13.67%-9.3pp | 701.76%-724.7pp | -7.84%-15.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $914 | $3,246-71.8% | $4,394-79.2% | $4,028-77.3% |
| Admin fee / account holder | $540 | $4,396-87.7% | $5,329-89.9% | $5,403-90.0% |