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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 | $3,849 | $95,975-96.0% | $74,549-94.8% | $135,379-97.2% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -14.64% | 56.96%-71.6pp | 32.53%-47.2pp | 519.79%-534.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,602 | $3,844-58.3% | $3,108-48.5% | $5,609-71.4% |
| Admin fee / account holder | $2,064 | $6,522-68.4% | $5,059-59.2% | $10,828-80.9% |