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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 | $10,525 | $78,694-86.6% | $67,653-84.4% | $125,388-91.6% |
| Participation rate | 28.6% | 78.8%-50.2pp | 75.7%-47.1pp | 83.2%-54.6pp |
| Annual return | -3.33% | 9.46%-12.8pp | 6625.22%-6628.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,656 | $4,292-38.1% | $3,560-25.4% | $5,352-50.4% |
| Admin fee / account holder | $8,380 | $7,403+13.2% | $4,821+73.8% | $9,541-12.2% |