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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 | $4,371 | $96,956-95.5% | $69,779-93.7% | $273,970-98.4% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.8%-38.5pp | 83.0%-49.7pp |
| Annual return | -83.62% | 12.93%-96.6pp | 12.99%-96.6pp | 41.46%-125.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,400 | $3,744-62.6% | $2,931-52.2% | $5,287-73.5% |
| Admin fee / account holder | $1,046 | $7,934-86.8% | $4,381-76.1% | $10,132-89.7% |