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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 | $4,977 | $103,038-95.2% | $90,324-94.5% | $152,909-96.7% |
| Participation rate | 38.1% | 75.9%-37.8pp | 73.3%-35.2pp | 82.5%-44.4pp |
| Annual return | -49.57% | 95.25%-144.8pp | 78.15%-127.7pp | 345.46%-395.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,500 | $4,282-65.0% | $3,885-61.4% | $5,851-74.4% |
| Admin fee / account holder | $2,027 | $6,177-67.2% | $5,356-62.1% | $11,601-82.5% |