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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 | $6,006 | $56,197-89.3% | $67,652-91.1% | $59,633-89.9% |
| Participation rate | 29.5% | 71.5%-41.9pp | 75.7%-46.1pp | 68.7%-39.1pp |
| Annual return | -16.79% | 18508.10%-18524.9pp | 6625.40%-6642.2pp | 2041.45%-2058.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,212 | $3,958-69.4% | $4,821-74.9% | $4,297-71.8% |