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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 | $8,195 | $99,668-91.8% | $86,451-90.5% | $134,545-93.9% |
| Participation rate | 35.7% | 82.1%-46.4pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -132.71% | 6789.61%-6922.3pp | 4398.51%-4531.2pp | 418.37%-551.1pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,927 | $7,249-45.8% | $6,953-43.5% | $6,401-38.6% |
| Admin fee / account holder | $5,671 | $8,377-32.3% | $6,734-15.8% | $11,431-50.4% |