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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 | $7,494 | $47,977-84.4% | $154,111-95.1% | $56,287-86.7% |
| Participation rate | 42.9% | 66.2%-23.3pp | 83.0%-40.2pp | 69.9%-27.0pp |
| Annual return | -10.58% | 3.54%-14.1pp | 735.18%-745.8pp | -9.96%-0.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,009 | $2,392-57.8% | $5,081-80.1% | $3,350-69.9% |
| Admin fee / account holder | $555 | $438+26.7% | $13,411-95.9% | $521+6.6% |