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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 | $6,068 | $117,829-94.9% | $102,423-94.1% | $145,877-95.8% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | -39.46% | 31.83%-71.3pp | 29.42%-68.9pp | 551.28%-590.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,809 | $5,732-51.0% | $5,054-44.4% | $6,691-58.0% |
| Admin fee / account holder | $2,292 | $13,335-82.8% | $9,455-75.8% | $13,402-82.9% |