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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 | $3,630 | $107,015-96.6% | $73,545-95.1% | $147,585-97.5% |
| Participation rate | 21.1% | 66.4%-45.3pp | 54.9%-33.9pp | 82.8%-61.8pp |
| Annual return | -7.87% | 38.25%-46.1pp | -15.16%+7.3pp | 578.57%-586.4pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $428 | $2,462-82.6% | $1,806-76.3% | $5,439-92.1% |
| Admin fee / account holder | $661 | $3,055-78.4% | $2,320-71.5% | $10,885-93.9% |