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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 | $5,646 | $77,814-92.7% | $158,223-96.4% | $86,983-93.5% |
| Participation rate | 54.3% | 68.4%-14.1pp | 79.2%-24.9pp | 69.5%-15.3pp |
| Annual return | -2.27% | 30.54%-32.8pp | 52.09%-54.4pp | 25.83%-28.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,588 | $3,270-20.8% | $5,467-52.7% | $4,194-38.3% |
| Admin fee / account holder | $579 | $5,879-90.2% | $16,047-96.4% | $7,856-92.6% |