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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 | $8,856 | $134,001-93.4% | $112,258-92.1% | $134,509-93.4% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -32.31% | 47.15%-79.5pp | 27.47%-59.8pp | 418.13%-450.4pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,047 | $5,291-61.3% | $4,728-56.7% | $6,400-68.0% |
| Admin fee / account holder | $832 | $7,491-88.9% | $6,411-87.0% | $11,427-92.7% |