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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 | $1,326 | $73,863-98.2% | $143,797-99.1% | $68,490-98.1% |
| Participation rate | 47.1% | 66.7%-19.6pp | 80.3%-33.3pp | 67.9%-20.8pp |
| Annual return | -30.85% | 0.91%-31.8pp | -0.04%-30.8pp | -7.85%-23.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,252 | $3,385-63.0% | $5,638-77.8% | $4,028-68.9% |
| Admin fee / account holder | $710 | $5,756-87.7% | $14,679-95.2% | $5,403-86.9% |