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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 | $6,318 | $95,975-93.4% | $74,549-91.5% | $135,379-95.3% |
| Participation rate | 43.8% | 75.7%-31.9pp | 69.1%-25.4pp | 82.6%-38.9pp |
| Annual return | -10.16% | 56.96%-67.1pp | 32.53%-42.7pp | 519.79%-529.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,746 | $3,844-28.6% | $3,108-11.7% | $5,609-51.0% |
| Admin fee / account holder | $7,561 | $6,522+15.9% | $5,059+49.5% | $10,828-30.2% |