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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 | $8,568 | $45,566-81.2% | $64,105-86.6% | $59,633-85.6% |
| Participation rate | 48.1% | 60.2%-12.0pp | 68.2%-20.0pp | 68.7%-20.5pp |
| Annual return | -3.23% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $929 | $2,057-54.8% | $2,822-67.1% | $3,192-70.9% |
| Admin fee / account holder | $325 | $3,268-90.0% | $4,499-92.8% | $4,297-92.4% |