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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 | $3,258 | $84,697-96.2% | $73,845-95.6% | $125,393-97.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -21.97% | 3123.66%-3145.6pp | 2267.91%-2289.9pp | 282.23%-304.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $880 | $3,993-78.0% | $3,583-75.4% | $5,351-83.6% |
| Admin fee / account holder | $400 | $5,692-93.0% | $4,881-91.8% | $9,541-95.8% |