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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 | $8,519 | $95,975-91.1% | $74,552-88.6% | $135,382-93.7% |
| Participation rate | 27.8% | 75.7%-47.9pp | 69.1%-41.4pp | 82.6%-54.9pp |
| Annual return | -19.39% | 56.96%-76.4pp | 32.53%-51.9pp | 519.77%-539.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,970 | $3,844-48.7% | $3,108-36.6% | $5,609-64.9% |
| Admin fee / account holder | $906 | $6,522-86.1% | $5,060-82.1% | $10,829-91.6% |