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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 | $5,295 | $85,790-93.8% | $67,313-92.1% | $135,382-96.1% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.1%-46.0pp | 82.6%-59.6pp |
| Annual return | -78.00% | -0.54%-77.5pp | -4.08%-73.9pp | 519.77%-597.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,380 | $4,651-70.3% | $3,568-61.3% | $5,609-75.4% |
| Admin fee / account holder | $2,103 | $6,392-67.1% | $4,507-53.3% | $10,829-80.6% |