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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 | $1 | $29,051-100.0% | $52,425-100.0% | $67,986-100.0% |
| Participation rate | 56.7% | 30.4%+26.3pp | 55.6%+1.1pp | 57.2%-0.5pp |
| Annual return | -128.37% | 24.00%-152.4pp | 302.12%-430.5pp | 31.67%-160.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $995 | $873+14.0% | $1,790-44.4% | $3,358-70.4% |
| Admin fee / account holder | $821 | $2,113-61.1% | $2,495-67.1% | $3,203-74.4% |