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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 | $13,673 | $93,346-85.4% | $71,796-81.0% | $273,972-95.0% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.1%-26.3pp | 83.0%-40.2pp |
| Annual return | -20.64% | 130.39%-151.0pp | 78.04%-98.7pp | 41.46%-62.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,423 | $3,475+56.1% | $2,794+94.1% | $5,287+2.6% |
| Admin fee / account holder | $775 | $6,571-88.2% | $4,815-83.9% | $10,133-92.4% |