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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 | $1,875 | $554,306-99.7% | $193,871-99.0% | $554,306-99.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 85.6%-18.9pp | 84.6%-17.9pp |
| Annual return | -63.75% | 10.47%-74.2pp | 15.27%-79.0pp | 10.47%-74.2pp |
| Employer contribution / active EE | $667 | $25,289-97.4% | $4,691-85.8% | $25,289-97.4% |
| Participant deferral / active EE | $250 | $3,690-93.2% | $2,779-91.0% | $3,690-93.2% |
| Admin fee / account holder | $1,238 | $49,540-97.5% | $12,948-90.4% | $49,540-97.5% |