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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 | $9,571 | $69,012-86.1% | $160,037-94.0% | $68,490-86.0% |
| Participation rate | 45.2% | 65.4%-20.2pp | 78.0%-32.7pp | 67.9%-22.7pp |
| Annual return | -23.96% | -9.65%-14.3pp | 408.95%-432.9pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,419 | $4,212-18.8% | $6,184-44.7% | $4,028-15.1% |
| Admin fee / account holder | $434 | $4,798-91.0% | $8,716-95.0% | $5,403-92.0% |