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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 | $4,673 | $48,267-90.3% | $68,808-93.2% | $68,486-93.2% |
| Participation rate | 21.9% | 60.7%-38.8pp | 69.0%-47.1pp | 67.9%-46.0pp |
| Annual return | -41.88% | -12.70%-29.2pp | -6.37%-35.5pp | -7.85%-34.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,053 | $2,867-63.3% | $3,942-73.3% | $4,028-73.8% |
| Admin fee / account holder | $427 | $4,362-90.2% | $4,936-91.4% | $5,404-92.1% |