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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 | $6,509 | $69,012-90.6% | $160,009-95.9% | $68,486-90.5% |
| Participation rate | 53.1% | 65.4%-12.4pp | 78.0%-24.9pp | 67.9%-14.8pp |
| Annual return | -23.14% | -9.65%-13.5pp | 408.85%-432.0pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,600 | $4,212-62.0% | $6,183-74.1% | $4,028-60.3% |
| Admin fee / account holder | $619 | $4,798-87.1% | $8,715-92.9% | $5,404-88.5% |