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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 | $9,528 | $105,960-91.0% | $81,726-88.3% | $158,982-94.0% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.0%-43.4pp | 82.0%-53.4pp |
| Annual return | -12.73% | 38.19%-50.9pp | 29.49%-42.2pp | 302.99%-315.7pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,380 | $13,011-89.4% | $7,108-80.6% | $5,983-76.9% |
| Admin fee / account holder | $1,945 | $8,494-77.1% | $5,160-62.3% | $11,252-82.7% |