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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 | $3,226 | $45,872-93.0% | $77,096-95.8% | $68,486-95.3% |
| Participation rate | 67.3% | 55.9%+11.4pp | 67.9%-0.6pp | 67.9%-0.5pp |
| Annual return | -128.30% | 1.73%-130.0pp | 42.35%-170.7pp | -7.85%-120.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,664 | $2,963-10.1% | $4,429-39.8% | $4,028-33.8% |
| Admin fee / account holder | $569 | $3,041-81.3% | $5,428-89.5% | $5,404-89.5% |