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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 | $5,943 | $65,712-91.0% | $57,196-89.6% | $273,972-97.8% |
| Participation rate | 23.1% | 78.3%-55.3pp | 75.3%-52.3pp | 83.0%-59.9pp |
| Annual return | -97.42% | 22.01%-119.4pp | 14.59%-112.0pp | 41.46%-138.9pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,331 | $3,782-64.8% | $3,096-57.0% | $5,287-74.8% |
| Admin fee / account holder | $6,732 | $4,838+39.2% | $3,141+114.4% | $10,133-33.6% |