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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 | $9,188 | $46,697-80.3% | $117,533-92.2% | $68,486-86.6% |
| Participation rate | 27.3% | 56.8%-29.5pp | 70.6%-43.3pp | 67.9%-40.6pp |
| Annual return | -19.83% | -14.52%-5.3pp | 29.77%-49.6pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,388 | $2,637-47.4% | $4,072-65.9% | $4,028-65.5% |
| Admin fee / account holder | $315 | $4,023-92.2% | $5,647-94.4% | $5,404-94.2% |