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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 | $5,780 | $105,861-94.5% | $90,756-93.6% | $134,509-95.7% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -23.62% | -10.99%-12.6pp | -12.16%-11.5pp | 418.13%-441.8pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,600 | $5,217-69.3% | $4,565-64.9% | $6,400-75.0% |
| Admin fee / account holder | $494 | $13,938-96.5% | $8,445-94.1% | $11,427-95.7% |