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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 | $4,340 | $45,152-90.4% | $73,836-94.1% | $59,633-92.7% |
| Participation rate | 21.7% | 64.0%-42.3pp | 73.4%-51.7pp | 68.7%-46.9pp |
| Annual return | -8.85% | 27.40%-36.3pp | 2268.06%-2276.9pp | 2041.45%-2050.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $902 | $2,573-65.0% | $3,583-74.8% | $3,192-71.7% |
| Admin fee / account holder | $873 | $3,515-75.2% | $4,882-82.1% | $4,297-79.7% |