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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 | $5,875 | $65,041-91.0% | $90,965-93.5% | $79,858-92.6% |
| Participation rate | 55.1% | 61.6%-6.5pp | 69.0%-13.9pp | 69.6%-14.5pp |
| Annual return | -5.58% | 30.45%-36.0pp | 134.57%-140.1pp | 31.72%-37.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,452 | $2,512-42.2% | $3,373-56.9% | $3,740-61.2% |
| Admin fee / account holder | $6,430 | $4,536+41.7% | $5,960+7.9% | $5,306+21.2% |