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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 | $10,573 | $129,239-91.8% | $93,419-88.7% | $158,966-93.3% |
| Participation rate | 6.7% | 70.9%-64.3pp | 66.8%-60.1pp | 82.0%-75.3pp |
| Annual return | -127.13% | 118.21%-245.3pp | 78.05%-205.2pp | 302.95%-430.1pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $900 | $3,909-77.0% | $3,126-71.2% | $5,983-85.0% |
| Admin fee / account holder | $945 | $7,383-87.2% | $5,230-81.9% | $11,250-91.6% |