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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 | $11,994 | $102,547-88.3% | $78,210-84.7% | $147,585-91.9% |
| Participation rate | 7.1% | 74.4%-67.3pp | 68.7%-61.6pp | 82.8%-75.7pp |
| Annual return | -195.11% | 51.08%-246.2pp | 40.90%-236.0pp | 578.58%-773.7pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $918 | $3,481-73.6% | $2,823-67.5% | $5,439-83.1% |
| Admin fee / account holder | $1,761 | $5,059-65.2% | $3,758-53.1% | $10,886-83.8% |