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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 | $4,561 | $48,078-90.5% | $78,676-94.2% | $62,881-92.7% |
| Participation rate | 22.0% | 65.2%-43.3pp | 73.6%-51.6pp | 69.3%-47.4pp |
| Annual return | -34.59% | 31.36%-65.9pp | 62.19%-96.8pp | 20.14%-54.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $973 | $2,587-62.4% | $3,517-72.3% | $3,203-69.6% |
| Admin fee / account holder | $677 | $3,206-78.9% | $4,510-85.0% | $4,296-84.2% |