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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 | $4,029 | $54,357-92.6% | $82,706-95.1% | $68,495-94.1% |
| Participation rate | 28.9% | 63.9%-35.0pp | 72.6%-43.7pp | 67.9%-39.0pp |
| Annual return | -21.75% | -13.67%-8.1pp | 701.76%-723.5pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,070 | $3,246-67.0% | $4,394-75.6% | $4,028-73.4% |
| Admin fee / account holder | $4,621 | $4,396+5.1% | $5,329-13.3% | $5,403-14.5% |