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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 | $1,147 | $100,203-98.9% | $85,240-98.7% | $145,897-99.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | -32.28% | 84.28%-116.6pp | 66.75%-99.0pp | 552.29%-584.6pp |
| Employer contribution / active EE | $296 | $3,242-90.9% | $2,735-89.2% | $4,663-93.6% |
| Participant deferral / active EE | $1,517 | $5,299-71.4% | $4,527-66.5% | $6,689-77.3% |
| Admin fee / account holder | $6,251 | $7,265-14.0% | $6,165+1.4% | $13,390-53.3% |