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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 | $10,788 | $118,919-90.9% | $88,538-87.8% | $152,897-92.9% |
| Participation rate | 7.1% | 73.4%-66.2pp | 68.7%-61.6pp | 82.5%-75.3pp |
| Annual return | -120.77% | 47.92%-168.7pp | 43.64%-164.4pp | 345.43%-466.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $929 | $3,549-73.8% | $2,914-68.1% | $5,851-84.1% |
| Admin fee / account holder | $12,986 | $5,876+121.0% | $4,310+201.3% | $11,599+12.0% |