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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 | $10,028 | $102,661-90.2% | $151,639-93.4% | $66,938-85.0% |
| Participation rate | 46.6% | 85.5%-38.9pp | 87.5%-40.9pp | 69.8%-23.2pp |
| Annual return | -18.97% | -10.81%-8.2pp | 3.34%-22.3pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,761 | $6,645-28.4% | $8,363-43.1% | $4,238+12.3% |
| Admin fee / account holder | $1,036 | $630+64.3% | $11,613-91.1% | $594+74.5% |