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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 | $8,201 | $53,128-84.6% | $86,581-90.5% | $70,124-88.3% |
| Participation rate | 16.2% | 65.3%-49.1pp | 73.5%-57.3pp | 69.5%-53.3pp |
| Annual return | -56.26% | 27.66%-83.9pp | 965.06%-1021.3pp | 73.14%-129.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $796 | $2,695-70.5% | $3,609-77.9% | $3,332-76.1% |
| Admin fee / account holder | $4,840 | $3,584+35.0% | $4,904-1.3% | $4,645+4.2% |