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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 | $5,335 | $87,546-93.9% | $75,784-93.0% | $125,389-95.7% |
| Participation rate | 41.2% | 80.2%-39.0pp | 75.8%-34.6pp | 83.2%-42.0pp |
| Annual return | -18.52% | 13.49%-32.0pp | 9.68%-28.2pp | 282.24%-300.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,402 | $4,230-66.9% | $3,652-61.6% | $5,352-73.8% |
| Admin fee / account holder | $439 | $6,503-93.3% | $5,300-91.7% | $9,541-95.4% |