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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 | $11,618 | $63,346-81.7% | $92,239-87.4% | $70,124-83.4% |
| Participation rate | 29.0% | 68.7%-39.6pp | 76.5%-47.4pp | 69.5%-40.5pp |
| Annual return | -27.31% | 530.19%-557.5pp | 176.29%-203.6pp | 73.14%-100.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,767 | $2,854-3.1% | $3,897-29.0% | $3,332-17.0% |
| Admin fee / account holder | $3,807 | $3,841-0.9% | $5,194-26.7% | $4,645-18.1% |