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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 | $13,638 | $54,320-74.9% | $67,652-79.8% | $52,331-73.9% |
| Participation rate | 45.4% | 73.6%-28.2pp | 75.7%-30.3pp | 68.1%-22.7pp |
| Annual return | -4.62% | 6.81%-11.4pp | 6625.40%-6630.0pp | 4.54%-9.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,379 | $2,950-53.3% | $3,560-61.3% | $3,022-54.4% |
| Admin fee / account holder | $1,295 | $527+145.9% | $4,821-73.1% | $592+118.9% |