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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 | $10,758 | $85,790-87.5% | $67,313-84.0% | $135,380-92.1% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -10.93% | -0.54%-10.4pp | -4.08%-6.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,036 | $4,651-77.7% | $3,568-71.0% | $5,609-81.5% |
| Admin fee / account holder | $749 | $6,392-88.3% | $4,507-83.4% | $10,828-93.1% |