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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 | $15,137 | $147,556-89.7% | $129,031-88.3% | $198,609-92.4% |
| Participation rate | 12.5% | 77.2%-64.7pp | 73.4%-60.9pp | 82.4%-69.9pp |
| Annual return | -80.33% | 37.41%-117.7pp | 34.67%-115.0pp | 202.70%-283.0pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,731 | $5,760-69.9% | $5,217-66.8% | $6,977-75.2% |
| Admin fee / account holder | $6,744 | $15,467-56.4% | $13,208-48.9% | $19,030-64.6% |