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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 | $8,202 | $64,719-87.3% | $112,249-92.7% | $68,486-88.0% |
| Participation rate | 25.9% | 67.2%-41.2pp | 75.1%-49.1pp | 67.9%-42.0pp |
| Annual return | -35.54% | -11.40%-24.1pp | 27.48%-63.0pp | -7.85%-27.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,775 | $3,565-22.2% | $4,729-41.3% | $4,028-31.1% |
| Admin fee / account holder | $2,586 | $5,232-50.6% | $6,412-59.7% | $5,404-52.1% |