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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 | $5,825 | $86,701-93.3% | $73,309-92.1% | $125,389-95.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 74.9%-34.9pp | 83.2%-43.2pp |
| Annual return | -83.60% | 2.78%-86.4pp | 5.67%-89.3pp | 282.24%-365.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,317 | $5,549-40.2% | $4,991-33.5% | $5,352-38.0% |
| Admin fee / account holder | $1,457 | $7,768-81.2% | $5,635-74.1% | $9,541-84.7% |