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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 | $4,140 | $77,908-94.7% | $149,696-97.2% | $75,173-94.5% |
| Participation rate | 45.0% | 65.6%-20.6pp | 78.8%-33.8pp | 67.2%-22.2pp |
| Annual return | -15.49% | 31.73%-47.2pp | 134.46%-149.9pp | 160.72%-176.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,956 | $3,411-42.7% | $5,682-65.6% | $4,126-52.6% |
| Admin fee / account holder | $611 | $5,950-89.7% | $13,212-95.4% | $5,651-89.2% |