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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 | $16,355 | $73,102-77.6% | $123,553-86.8% | $56,289-70.9% |
| Participation rate | 47.1% | 74.3%-27.3pp | 82.3%-35.2pp | 69.9%-22.8pp |
| Annual return | -8.99% | 3.01%-12.0pp | 119.21%-128.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $6 | $2,977-99.8% | $4,628-99.9% | $2,111-99.7% |
| Participant deferral / active EE | $5,845 | $5,423+7.8% | $6,426-9.0% | $3,350+74.5% |
| Admin fee / account holder | $2,939 | $554+430.8% | $9,284-68.3% | $521+464.2% |