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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 | $6,750 | $127,096-94.7% | $105,736-93.6% | $135,380-95.0% |
| Participation rate | 23.8% | 82.7%-58.9pp | 76.3%-52.5pp | 82.6%-58.8pp |
| Annual return | -25.66% | 4.49%-30.2pp | 6.27%-31.9pp | 519.81%-545.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,739 | $5,064-65.7% | $4,080-57.4% | $5,609-69.0% |
| Admin fee / account holder | $301 | $9,087-96.7% | $6,913-95.6% | $10,828-97.2% |