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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 | $3,830 | $56,339-93.2% | $104,301-96.3% | $68,495-94.4% |
| Participation rate | 58.0% | 63.3%-5.3pp | 73.3%-15.3pp | 67.9%-9.9pp |
| Annual return | -58.75% | -9.19%-49.6pp | 24.61%-83.4pp | -7.84%-50.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,031 | $3,077-34.0% | $4,626-56.1% | $4,028-49.6% |
| Admin fee / account holder | $1,011 | $4,902-79.4% | $7,340-86.2% | $5,403-81.3% |