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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 | $8,221 | $73,863-88.9% | $143,797-94.3% | $68,490-88.0% |
| Participation rate | 42.2% | 66.7%-24.4pp | 80.3%-38.1pp | 67.9%-25.7pp |
| Annual return | -25.48% | 0.91%-26.4pp | -0.04%-25.4pp | -7.85%-17.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,717 | $3,385-19.7% | $5,638-51.8% | $4,028-32.5% |
| Admin fee / account holder | $1,296 | $5,756-77.5% | $14,679-91.2% | $5,403-76.0% |