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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 | $6,654 | $54,355-87.8% | $82,744-92.0% | $68,486-90.3% |
| Participation rate | 38.1% | 63.9%-25.8pp | 72.6%-34.5pp | 67.9%-29.8pp |
| Annual return | -19.88% | -13.67%-6.2pp | 702.22%-722.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $189 | $2,219-91.5% | $3,008-93.7% | $2,597-92.7% |
| Participant deferral / active EE | $1,156 | $3,246-64.4% | $4,395-73.7% | $4,028-71.3% |
| Admin fee / account holder | $653 | $4,397-85.1% | $5,325-87.7% | $5,404-87.9% |