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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 | $10,953 | $129,959-91.6% | $104,301-89.5% | $134,509-91.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -22.74% | 42.04%-64.8pp | 24.61%-47.4pp | 418.13%-440.9pp |
| Employer contribution / active EE | -$1,103 | $4,185-126.4% | $3,373-132.7% | $4,741-123.3% |
| Participant deferral / active EE | $6,257 | $5,589+11.9% | $4,626+35.3% | $6,400-2.2% |
| Admin fee / account holder | $69,456 | $9,325+644.8% | $7,340+846.2% | $11,427+507.8% |