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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 | $6,968 | $54,357-87.2% | $82,706-91.6% | $68,495-89.8% |
| Participation rate | 59.3% | 63.9%-4.7pp | 72.6%-13.3pp | 67.9%-8.6pp |
| Annual return | -20.49% | -13.67%-6.8pp | 701.76%-722.3pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,892 | $3,246-41.7% | $4,394-56.9% | $4,028-53.0% |
| Admin fee / account holder | $1,316 | $4,396-70.1% | $5,329-75.3% | $5,403-75.6% |