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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 | $8,062 | $78,694-89.8% | $67,652-88.1% | $125,389-93.6% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -14.29% | 9.46%-23.7pp | 6625.40%-6639.7pp | 282.24%-296.5pp |
| Employer contribution / active EE | $445 | $3,044-85.4% | $2,266-80.4% | $4,866-90.9% |
| Participant deferral / active EE | $2,597 | $4,292-39.5% | $3,560-27.0% | $5,352-51.5% |
| Admin fee / account holder | $1,462 | $7,403-80.2% | $4,821-69.7% | $9,541-84.7% |