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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 | $3,227 | $90,320-96.4% | $59,496-94.6% | $125,389-97.4% |
| Participation rate | 11.1% | 68.3%-57.2pp | 54.6%-43.4pp | 83.2%-72.1pp |
| Annual return | -84.99% | 369.13%-454.1pp | 182.05%-267.0pp | 282.24%-367.2pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $309 | $2,716-88.6% | $1,829-83.1% | $5,352-94.2% |
| Admin fee / account holder | $2,532 | $3,063-17.3% | $2,232+13.4% | $9,541-73.5% |