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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 | $4,048 | $53,162-92.4% | $91,225-95.6% | $68,486-94.1% |
| Participation rate | 51.1% | 63.2%-12.1pp | 73.2%-22.1pp | 67.9%-16.8pp |
| Annual return | -25.99% | -3.14%-22.9pp | 114.12%-140.1pp | -7.85%-18.1pp |
| Employer contribution / active EE | $170 | $1,709-90.0% | $2,851-94.0% | $2,597-93.4% |
| Participant deferral / active EE | $1,369 | $2,974-54.0% | $4,233-67.7% | $4,028-66.0% |
| Admin fee / account holder | $466 | $4,493-89.6% | $5,422-91.4% | $5,404-91.4% |