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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 | $1,668 | $67,396-97.5% | $60,919-97.3% | $134,545-98.8% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.1%-26.9pp | 81.2%-35.1pp |
| Annual return | -20.44% | 50.12%-70.6pp | 16.96%-37.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,874 | $4,534-58.7% | $3,814-50.9% | $6,401-70.7% |
| Admin fee / account holder | $8,997 | $4,590+96.0% | $3,228+178.7% | $11,431-21.3% |