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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 | $5,256 | $30,732-82.9% | $59,496-91.2% | $59,633-91.2% |
| Participation rate | 13.2% | 43.2%-30.0pp | 54.6%-41.4pp | 68.7%-55.5pp |
| Annual return | -5.42% | 4.47%-9.9pp | 182.05%-187.5pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $60 | $631-90.5% | $1,153-94.8% | $2,203-97.3% |
| Participant deferral / active EE | $438 | $1,183-63.0% | $1,829-76.0% | $3,192-86.3% |
| Admin fee / account holder | $1,784 | $2,136-16.5% | $2,232-20.1% | $4,297-58.5% |