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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 | $7,734 | $117,426-93.4% | $99,470-92.2% | $152,885-94.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | -79.88% | 31.87%-111.7pp | 30.72%-110.6pp | 345.39%-425.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,324 | $4,086-18.7% | $3,619-8.2% | $5,851-43.2% |
| Admin fee / account holder | $5,430 | $7,634-28.9% | $6,252-13.2% | $11,598-53.2% |