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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 | $5,739 | $102,393-94.4% | $147,041-96.1% | $80,911-92.9% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.6%-13.1pp |
| Annual return | -12.87% | 134.95%-147.8pp | 419.21%-432.1pp | 35.63%-48.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,697 | $6,647-59.4% | $8,071-66.6% | $4,297-37.2% |
| Admin fee / account holder | $556 | $7,943-93.0% | $13,006-95.7% | $6,935-92.0% |