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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 | $4,456 | $43,730-89.8% | $121,220-96.3% | $64,173-93.1% |
| Participation rate | 42.9% | 58.3%-15.5pp | 71.8%-28.9pp | 69.6%-26.7pp |
| Annual return | -10.65% | 68.94%-79.6pp | 16.94%-27.6pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,084 | $2,281-52.5% | $3,345-67.6% | $3,470-68.8% |
| Admin fee / account holder | $343 | $3,502-90.2% | $5,021-93.2% | $4,887-93.0% |