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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 | $9,398 | $135,645-93.1% | $110,243-91.5% | $135,380-93.1% |
| Participation rate | 22.7% | 83.5%-60.7pp | 79.8%-57.1pp | 82.6%-59.9pp |
| Annual return | -17.07% | 513.24%-530.3pp | 314.76%-331.8pp | 519.81%-536.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,493 | $5,507-54.7% | $4,672-46.6% | $5,609-55.5% |
| Admin fee / account holder | $5,526 | $11,458-51.8% | $8,548-35.4% | $10,828-49.0% |