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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 | $4,737 | $227,597-97.9% | $189,575-97.5% | $167,536-97.2% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | -32.13% | 78.44%-110.6pp | 64.19%-96.3pp | 478.82%-510.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,998 | $7,002-57.2% | $6,174-51.4% | $6,342-52.7% |
| Admin fee / account holder | $1,777 | $11,877-85.0% | $9,806-81.9% | $12,315-85.6% |