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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 | $9,950 | $51,226-80.6% | $82,744-88.0% | $66,938-85.1% |
| Participation rate | 43.8% | 67.9%-24.1pp | 72.6%-28.8pp | 69.8%-26.0pp |
| Annual return | -19.11% | -9.61%-9.5pp | 702.22%-721.3pp | 1.58%-20.7pp |
| Employer contribution / active EE | $235 | $2,612-91.0% | $3,008-92.2% | $2,545-90.8% |
| Participant deferral / active EE | $1,186 | $3,460-65.7% | $4,395-73.0% | $4,238-72.0% |
| Admin fee / account holder | $354 | $416-14.9% | $5,325-93.4% | $594-40.4% |