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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 | $6,987 | $56,110-87.5% | $94,993-92.6% | $70,126-90.0% |
| Participation rate | 38.5% | 65.0%-26.5pp | 73.9%-35.4pp | 69.5%-31.1pp |
| Annual return | -2.76% | 51.02%-53.8pp | 27.14%-29.9pp | 73.15%-75.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,220 | $2,391-49.0% | $3,317-63.2% | $3,332-63.4% |
| Admin fee / account holder | $922 | $3,456-73.3% | $4,960-81.4% | $4,645-80.2% |