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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 | $6,564 | $138,072-95.2% | $123,549-94.7% | $135,382-95.2% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -50.79% | 153.69%-204.5pp | 119.20%-170.0pp | 519.77%-570.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,959 | $6,799-56.5% | $6,426-54.0% | $5,609-47.2% |
| Admin fee / account holder | $1,095 | $10,917-90.0% | $9,284-88.2% | $10,829-89.9% |