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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 | $6,547 | $99,995-93.5% | $85,063-92.3% | $145,978-95.5% |
| Participation rate | 12.5% | 74.1%-61.6pp | 67.5%-55.0pp | 80.3%-67.8pp |
| Annual return | -12.10% | 83.99%-96.1pp | 66.54%-78.6pp | 550.52%-562.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,697 | $5,295-67.9% | $4,523-62.5% | $6,690-74.6% |
| Admin fee / account holder | $28,060 | $7,255+286.8% | $6,155+355.9% | $13,400+109.4% |