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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 | $7,848 | $167,362-95.3% | $143,799-94.5% | $134,532-94.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -37.92% | 0.47%-38.4pp | -0.04%-37.9pp | 418.27%-456.2pp |
| Employer contribution / active EE | $1,011 | $5,620-82.0% | $4,952-79.6% | $4,741-78.7% |
| Participant deferral / active EE | $8,893 | $6,447+37.9% | $5,638+57.7% | $6,401+38.9% |
| Admin fee / account holder | $8,618 | $18,094-52.4% | $14,677-41.3% | $11,429-24.6% |