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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 | $6,110 | $54,357-88.8% | $82,706-92.6% | $68,495-91.1% |
| Participation rate | 65.4% | 63.9%+1.5pp | 72.6%-7.2pp | 67.9%-2.5pp |
| Annual return | -21.91% | -13.67%-8.2pp | 701.76%-723.7pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,770 | $3,246-45.5% | $4,394-59.7% | $4,028-56.1% |
| Admin fee / account holder | $320 | $4,396-92.7% | $5,329-94.0% | $5,403-94.1% |