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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 | $8,495 | $49,177-82.7% | $79,467-89.3% | $64,173-86.8% |
| Participation rate | 42.1% | 65.0%-22.9pp | 73.3%-31.2pp | 69.6%-27.5pp |
| Annual return | -8.91% | -1.16%-7.8pp | 718.30%-727.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,006 | $2,821+42.0% | $3,704+8.2% | $3,470+15.5% |
| Admin fee / account holder | $1,653 | $3,839-56.9% | $5,104-67.6% | $4,887-66.2% |