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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 | $4,371 | $53,162-91.8% | $91,225-95.2% | $68,486-93.6% |
| Participation rate | 34.5% | 63.2%-28.7pp | 73.2%-38.7pp | 67.9%-33.4pp |
| Annual return | -27.94% | -3.14%-24.8pp | 114.12%-142.1pp | -7.85%-20.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,229 | $2,974-58.7% | $4,233-71.0% | $4,028-69.5% |
| Admin fee / account holder | $593 | $4,493-86.8% | $5,422-89.1% | $5,404-89.0% |