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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 | $6,204 | $62,409-90.1% | $120,574-94.9% | $74,459-91.7% |
| Participation rate | 21.6% | 56.8%-35.1pp | 71.9%-50.3pp | 67.2%-45.6pp |
| Annual return | -5.50% | 18.62%-24.1pp | 107.42%-112.9pp | 1369.70%-1375.2pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,305 | $2,888-54.8% | $4,996-73.9% | $4,350-70.0% |
| Admin fee / account holder | $1,175 | $2,394-50.9% | $9,445-87.6% | $1,945-39.6% |