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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 | $7,407 | $39,798-81.4% | $67,704-89.1% | $59,633-87.6% |
| Participation rate | 61.5% | 57.4%+4.2pp | 67.5%-6.0pp | 68.7%-7.1pp |
| Annual return | -8.25% | 89.94%-98.2pp | 25.41%-33.7pp | 2041.40%-2049.7pp |
| Employer contribution / active EE | $1 | $1,393-99.9% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,038 | $2,335-12.7% | $3,585-43.2% | $3,192-36.1% |
| Admin fee / account holder | $1,604 | $3,212-50.1% | $4,255-62.3% | $4,297-62.7% |