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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 | $990 | $99,011-99.0% | $86,582-98.9% | $147,586-99.3% |
| Participation rate | 52.4% | 76.3%-24.0pp | 73.5%-21.2pp | 82.8%-30.4pp |
| Annual return | -77.24% | 1312.75%-1390.0pp | 965.08%-1042.3pp | 578.59%-655.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $662 | $3,972-83.3% | $3,609-81.6% | $5,439-87.8% |
| Admin fee / account holder | $464 | $5,709-91.9% | $4,904-90.5% | $10,886-95.7% |