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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 | $9,663 | $45,152-78.6% | $73,835-86.9% | $59,633-83.8% |
| Participation rate | 19.2% | 64.0%-44.8pp | 73.4%-54.2pp | 68.7%-49.4pp |
| Annual return | -5.86% | 27.40%-33.3pp | 2268.13%-2274.0pp | 2041.40%-2047.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,489 | $2,573-42.1% | $3,583-58.4% | $3,192-53.4% |
| Admin fee / account holder | $822 | $3,515-76.6% | $4,880-83.2% | $4,297-80.9% |