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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 | $6,515 | $106,267-93.9% | $96,520-93.3% | $139,456-95.3% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.3%-43.1pp | 80.3%-49.1pp |
| Annual return | -29.15% | 38.45%-67.6pp | 35.72%-64.9pp | 373.45%-402.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,464 | $5,454-54.8% | $4,879-49.5% | $6,711-63.3% |
| Admin fee / account holder | $2,919 | $7,882-63.0% | $6,733-56.6% | $11,407-74.4% |