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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 | $7,729 | $125,193-93.8% | $105,591-92.7% | $145,978-94.7% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | -35.37% | 225.53%-260.9pp | 116.43%-151.8pp | 550.52%-585.9pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,335 | $5,708-41.6% | $5,008-33.4% | $6,690-50.2% |
| Admin fee / account holder | $11,256 | $17,277-34.9% | $11,024+2.1% | $13,400-16.0% |