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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 | $5,025 | $102,635-95.1% | $86,209-94.2% | $139,456-96.4% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.0%+0.6pp | 80.3%-10.8pp |
| Annual return | -11.87% | 1923.53%-1935.4pp | 1169.05%-1180.9pp | 373.45%-385.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,148 | $4,677-32.7% | $3,986-21.0% | $6,711-53.1% |
| Admin fee / account holder | $668 | $8,661-92.3% | $6,853-90.2% | $11,407-94.1% |