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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 | $6,089 | $100,139-93.9% | $85,187-92.9% | $145,884-95.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -2.35% | 84.15%-86.5pp | 66.67%-69.0pp | 551.85%-554.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,996 | $5,296-5.7% | $4,525+10.4% | $6,690-25.3% |
| Admin fee / account holder | $2,535 | $7,262-65.1% | $6,162-58.9% | $13,392-81.1% |