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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 | $5,650 | $95,895-94.1% | $79,576-92.9% | $134,509-95.8% |
| Participation rate | 11.8% | 75.0%-63.3pp | 69.5%-57.7pp | 81.2%-69.5pp |
| Annual return | -21.47% | -2.72%-18.8pp | 0.15%-21.6pp | 418.13%-439.6pp |
| Employer contribution / active EE | $256 | $3,128-91.8% | $2,413-89.4% | $4,741-94.6% |
| Participant deferral / active EE | $2,427 | $4,693-48.3% | $3,985-39.1% | $6,400-62.1% |
| Admin fee / account holder | $5,773 | $9,129-36.8% | $6,834-15.5% | $11,427-49.5% |