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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 | $1,473 | $92,766-98.4% | $82,763-98.2% | $134,545-98.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -29.64% | 946.97%-976.6pp | 702.45%-732.1pp | 418.37%-448.0pp |
| Employer contribution / active EE | $294 | $3,273-91.0% | $3,008-90.2% | $4,742-93.8% |
| Participant deferral / active EE | $1,185 | $4,802-75.3% | $4,395-73.0% | $6,401-81.5% |
| Admin fee / account holder | $823 | $5,978-86.2% | $5,325-84.5% | $11,431-92.8% |