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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 | $3,892 | $63,703-93.9% | $93,063-95.8% | $82,448-95.3% |
| Participation rate | 65.4% | 63.8%+1.6pp | 72.1%-6.7pp | 68.1%-2.7pp |
| Annual return | 12.13% | -775.43%+787.6pp | 34.15%-22.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,829 | $2,919-37.3% | $3,958-53.8% | $4,139-55.8% |
| Admin fee / account holder | $466 | $5,982-92.2% | $6,033-92.3% | $7,234-93.6% |