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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 | $5,982 | $73,848-91.9% | $143,799-95.8% | $68,486-91.3% |
| Participation rate | 17.6% | 66.7%-49.0pp | 80.3%-62.7pp | 67.9%-50.2pp |
| Annual return | -36.70% | 0.91%-37.6pp | -0.04%-36.7pp | -7.85%-28.8pp |
| Employer contribution / active EE | $100 | $3,184-96.9% | $4,952-98.0% | $2,597-96.2% |
| Participant deferral / active EE | $952 | $3,385-71.9% | $5,638-83.1% | $4,028-76.4% |
| Admin fee / account holder | $620 | $5,755-89.2% | $14,677-95.8% | $5,404-88.5% |