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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 | $704 | $81,763-99.1% | $58,561-98.8% | $139,466-99.5% |
| Participation rate | 9.1% | 61.3%-52.2pp | 50.9%-41.8pp | 80.3%-71.2pp |
| Annual return | -39.36% | 7427.77%-7467.1pp | 4251.33%-4290.7pp | 373.66%-413.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $273 | $2,555-89.3% | $1,923-85.8% | $6,712-95.9% |
| Admin fee / account holder | $319 | $3,273-90.3% | $2,520-87.4% | $11,409-97.2% |