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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 | $10,449 | $48,274-78.4% | $63,244-83.5% | $59,633-82.5% |
| Participation rate | 25.3% | 66.3%-41.0pp | 71.0%-45.7pp | 68.7%-43.4pp |
| Annual return | -2.68% | -240.79%+238.1pp | -70.31%+67.6pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $972 | $2,343-58.5% | $2,953-67.1% | $3,192-69.5% |
| Admin fee / account holder | $316 | $3,600-91.2% | $5,893-94.6% | $4,297-92.7% |