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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 | $6,794 | $83,427-91.9% | $115,756-94.1% | $68,486-90.1% |
| Participation rate | 21.3% | 71.9%-50.6pp | 77.1%-55.8pp | 67.9%-46.6pp |
| Annual return | -69.29% | -10.95%-58.3pp | 143.14%-212.4pp | -7.85%-61.4pp |
| Employer contribution / active EE | $36 | $3,075-98.8% | $3,793-99.0% | $2,597-98.6% |
| Participant deferral / active EE | $2,738 | $5,355-48.9% | $6,254-56.2% | $4,028-32.0% |
| Admin fee / account holder | $1,026 | $5,708-82.0% | $8,124-87.4% | $5,404-81.0% |