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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 | $7,585 | $97,881-92.3% | $80,004-90.5% | $125,389-94.0% |
| Participation rate | 33.3% | 77.9%-44.5pp | 73.0%-39.7pp | 83.2%-49.9pp |
| Annual return | -96.01% | 9.36%-105.4pp | 7.63%-103.6pp | 282.24%-378.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,493 | $3,744-33.4% | $3,204-22.2% | $5,352-53.4% |
| Admin fee / account holder | $2,547 | $6,278-59.4% | $5,033-49.4% | $9,541-73.3% |