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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 | $8,361 | $160,070-94.8% | $147,117-94.3% | $145,897-94.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | -26.31% | 98.69%-125.0pp | 420.54%-446.8pp | 552.29%-578.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,662 | $8,419-56.5% | $8,065-54.6% | $6,689-45.3% |
| Admin fee / account holder | $1,472 | $15,035-90.2% | $12,993-88.7% | $13,390-89.0% |