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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 | $10,105 | $190,862-94.7% | $159,991-93.7% | $134,509-92.5% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -33.02% | 552.59%-585.6pp | 408.82%-441.8pp | 418.13%-451.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,534 | $6,924-49.0% | $6,183-42.8% | $6,400-44.8% |
| Admin fee / account holder | $1,090 | $10,495-89.6% | $8,715-87.5% | $11,427-90.5% |