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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 | $4,655 | $100,805-95.4% | $86,698-94.6% | $134,532-96.5% |
| Participation rate | 58.3% | 79.0%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -26.06% | 29.09%-55.1pp | 35.95%-62.0pp | 418.27%-444.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,331 | $5,339-18.9% | $4,656-7.0% | $6,401-32.3% |
| Admin fee / account holder | $522 | $10,925-95.2% | $7,493-93.0% | $11,429-95.4% |