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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 | $6,406 | $39,798-83.9% | $67,704-90.5% | $59,633-89.3% |
| Participation rate | 46.8% | 57.4%-10.5pp | 67.5%-20.7pp | 68.7%-21.9pp |
| Annual return | -4.51% | 89.94%-94.4pp | 25.41%-29.9pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,843 | $2,335+21.8% | $3,585-20.7% | $3,192-10.9% |
| Admin fee / account holder | $1,079 | $3,212-66.4% | $4,255-74.7% | $4,297-74.9% |