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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 | $5,748 | $109,905-94.8% | $98,506-94.2% | $167,553-96.6% |
| Participation rate | 64.7% | 75.8%-11.1pp | 73.3%-8.6pp | 82.1%-17.4pp |
| Annual return | -65.54% | 1960.20%-2025.7pp | 1494.92%-1560.5pp | 478.89%-544.4pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,159 | $4,674-11.0% | $4,277-2.8% | $6,343-34.4% |
| Admin fee / account holder | $1,957 | $6,760-71.0% | $5,955-67.1% | $12,316-84.1% |