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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 | $3,265 | $92,743-96.5% | $82,744-96.1% | $134,532-97.6% |
| Participation rate | 31.3% | 75.2%-44.0pp | 72.6%-41.3pp | 81.2%-50.0pp |
| Annual return | -23.45% | 946.63%-970.1pp | 702.22%-725.7pp | 418.27%-441.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,439 | $4,802-49.2% | $4,395-44.5% | $6,401-61.9% |
| Admin fee / account holder | $432 | $5,977-92.8% | $5,325-91.9% | $11,429-96.2% |