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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 | $3,993 | $132,634-97.0% | $115,768-96.6% | $137,256-97.1% |
| Participation rate | 63.2% | 77.9%-14.7pp | 74.4%-11.2pp | 80.0%-16.8pp |
| Annual return | -15.59% | 160.70%-176.3pp | 100.46%-116.1pp | 220.34%-235.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,966 | $5,619-65.0% | $4,917-60.0% | $6,407-69.3% |
| Admin fee / account holder | $1,198 | $15,028-92.0% | $12,439-90.4% | $12,270-90.2% |