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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 | $2,605 | $90,691-97.1% | $76,119-96.6% | $145,884-98.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | -74.13% | 624.52%-698.7pp | 361.25%-435.4pp | 551.85%-626.0pp |
| Employer contribution / active EE | $400 | $3,329-88.0% | $2,693-85.2% | $4,662-91.4% |
| Participant deferral / active EE | $1,168 | $5,167-77.4% | $4,259-72.6% | $6,690-82.5% |
| Admin fee / account holder | $801 | $8,383-90.5% | $6,421-87.5% | $13,392-94.0% |