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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 | $3,849 | $63,861-94.0% | $104,614-96.3% | $79,858-95.2% |
| Participation rate | 60.0% | 64.9%-4.9pp | 74.1%-14.1pp | 69.6%-9.6pp |
| Annual return | -29.78% | 21.30%-51.1pp | 340.56%-370.3pp | 31.72%-61.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,090 | $2,693-59.5% | $3,739-70.9% | $3,740-70.9% |
| Admin fee / account holder | $1,645 | $4,185-60.7% | $6,464-74.6% | $5,306-69.0% |