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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 | $6,008 | $90,486-93.4% | $78,676-92.4% | $273,972-97.8% |
| Participation rate | 13.3% | 76.5%-63.2pp | 73.6%-60.2pp | 83.0%-69.7pp |
| Annual return | -91.32% | 75.62%-166.9pp | 62.19%-153.5pp | 41.46%-132.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $789 | $3,901-79.8% | $3,517-77.6% | $5,287-85.1% |
| Admin fee / account holder | $837 | $5,263-84.1% | $4,510-81.5% | $10,133-91.7% |