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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 | $5,448 | $34,316-84.1% | $74,719-92.7% | $72,983-92.5% |
| Participation rate | 18.9% | 42.4%-23.5pp | 54.5%-35.5pp | 69.5%-50.6pp |
| Annual return | -16.97% | 26.58%-43.6pp | 753.05%-770.0pp | 81.01%-98.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $583 | $1,272-54.1% | $1,963-70.3% | $3,608-83.8% |
| Admin fee / account holder | $1,294 | $2,125-39.1% | $3,334-61.2% | $5,124-74.7% |