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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 | $6,099 | $73,848-91.7% | $143,799-95.8% | $68,486-91.1% |
| Participation rate | 31.8% | 66.7%-34.9pp | 80.3%-48.6pp | 67.9%-36.1pp |
| Annual return | -24.32% | 0.91%-25.2pp | -0.04%-24.3pp | -7.85%-16.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,441 | $3,385-57.4% | $5,638-74.4% | $4,028-64.2% |
| Admin fee / account holder | $1,508 | $5,755-73.8% | $14,677-89.7% | $5,404-72.1% |