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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 | $5,943 | $65,092-90.9% | $143,799-95.9% | $66,938-91.1% |
| Participation rate | 15.1% | 65.2%-50.1pp | 80.3%-65.2pp | 69.8%-54.7pp |
| Annual return | -33.87% | -11.14%-22.7pp | -0.04%-33.8pp | 1.58%-35.5pp |
| Employer contribution / active EE | $151 | $2,362-93.6% | $4,952-96.9% | $2,545-94.1% |
| Participant deferral / active EE | $1,147 | $2,920-60.7% | $5,638-79.7% | $4,238-72.9% |
| Admin fee / account holder | $324 | $502-35.5% | $14,677-97.8% | $594-45.4% |