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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 | $4,618 | $100,139-95.4% | $85,187-94.6% | $145,884-96.8% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.8pp | 80.3%-49.5pp |
| Annual return | -4.47% | 84.15%-88.6pp | 66.67%-71.1pp | 551.85%-556.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,483 | $5,296-72.0% | $4,525-67.2% | $6,690-77.8% |
| Admin fee / account holder | $3,793 | $7,262-47.8% | $6,162-38.4% | $13,392-71.7% |