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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 | $6,210 | $142,361-95.6% | $119,608-94.8% | $134,509-95.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -26.77% | -12.46%-14.3pp | -14.98%-11.8pp | 418.13%-444.9pp |
| Employer contribution / active EE | $295 | $5,224-94.3% | $4,232-93.0% | $4,741-93.8% |
| Participant deferral / active EE | $2,952 | $6,468-54.4% | $5,601-47.3% | $6,400-53.9% |
| Admin fee / account holder | $3,077 | $13,588-77.4% | $10,326-70.2% | $11,427-73.1% |