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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 | $9,082 | $91,179-90.0% | $178,499-94.9% | $79,852-88.6% |
| Participation rate | 22.6% | 69.2%-46.6pp | 81.9%-59.3pp | 69.6%-47.0pp |
| Annual return | -17.48% | 24.19%-41.7pp | 151.10%-168.6pp | 31.72%-49.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,841 | $3,236-43.1% | $5,202-64.6% | $3,740-50.8% |
| Admin fee / account holder | $2,470 | $6,749-63.4% | $13,986-82.3% | $5,306-53.4% |