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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 | $16,684 | $82,678-79.8% | $125,391-86.7% | $68,490-75.6% |
| Participation rate | 47.2% | 75.1%-27.9pp | 82.4%-35.2pp | 67.9%-20.7pp |
| Annual return | -19.66% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,522 | $6,111-42.4% | $7,448-52.7% | $4,028-12.5% |
| Admin fee / account holder | $708 | $6,277-88.7% | $10,009-92.9% | $5,403-86.9% |