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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 | $8,765 | $75,962-88.5% | $154,108-94.3% | $64,173-86.3% |
| Participation rate | 32.9% | 70.4%-37.6pp | 83.0%-50.2pp | 69.6%-36.7pp |
| Annual return | -11.07% | 30.32%-41.4pp | 735.21%-746.3pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,376 | $3,175-56.7% | $5,081-72.9% | $3,470-60.3% |
| Admin fee / account holder | $561 | $5,589-90.0% | $13,411-95.8% | $4,887-88.5% |