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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 | $10,181 | $69,012-85.2% | $160,009-93.6% | $68,486-85.1% |
| Participation rate | 23.1% | 65.4%-42.3pp | 78.0%-54.9pp | 67.9%-44.8pp |
| Annual return | -25.15% | -9.65%-15.5pp | 408.85%-434.0pp | -7.85%-17.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,474 | $4,212-65.0% | $6,183-76.2% | $4,028-63.4% |
| Admin fee / account holder | $801 | $4,798-83.3% | $8,715-90.8% | $5,404-85.2% |