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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 | $6,466 | $75,962-91.5% | $154,111-95.8% | $64,173-89.9% |
| Participation rate | 37.3% | 70.4%-33.2pp | 83.0%-45.8pp | 69.6%-32.3pp |
| Annual return | -14.54% | 30.32%-44.9pp | 735.18%-749.7pp | 7.63%-22.2pp |
| Employer contribution / active EE | $86 | $3,350-97.4% | $5,298-98.4% | $2,381-96.4% |
| Participant deferral / active EE | $951 | $3,175-70.0% | $5,081-81.3% | $3,470-72.6% |
| Admin fee / account holder | $458 | $5,589-91.8% | $13,411-96.6% | $4,887-90.6% |