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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 | $5,740 | $54,357-89.4% | $82,706-93.1% | $68,495-91.6% |
| Participation rate | 51.2% | 63.9%-12.7pp | 72.6%-21.3pp | 67.9%-16.7pp |
| Annual return | -35.80% | -13.67%-22.1pp | 701.76%-737.6pp | -7.84%-28.0pp |
| Employer contribution / active EE | $150 | $2,218-93.3% | $3,007-95.0% | $2,596-94.2% |
| Participant deferral / active EE | $2,000 | $3,246-38.4% | $4,394-54.5% | $4,028-50.3% |
| Admin fee / account holder | $1,062 | $4,396-75.8% | $5,329-80.1% | $5,403-80.3% |