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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 | $16 | $96,731-100.0% | $123,973-100.0% | $86,983-100.0% |
| Participation rate | 21.1% | 70.0%-49.0pp | 76.7%-55.6pp | 69.5%-48.5pp |
| Annual return | -99.50% | 17.33%-116.8pp | 388.13%-487.6pp | 25.83%-125.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,664 | $4,152-35.8% | $5,247-49.2% | $4,194-36.5% |
| Admin fee / account holder | $9,700 | $8,722+11.2% | $11,799-17.8% | $7,856+23.5% |