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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 | $9,115 | $42,910-78.8% | $60,919-85.0% | $68,490-86.7% |
| Participation rate | 11.1% | 66.8%-55.6pp | 73.1%-62.0pp | 67.9%-56.8pp |
| Annual return | -81.30% | -13.99%-67.3pp | 16.96%-98.3pp | -7.85%-73.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,109 | $2,866-61.3% | $3,814-70.9% | $4,028-72.5% |
| Admin fee / account holder | $5,673 | $3,104+82.7% | $3,228+75.8% | $5,403+5.0% |