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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 | $89,259-100.0% | $107,187-100.0% | $82,637-100.0% |
| Participation rate | 21.1% | 67.9%-46.9pp | 75.0%-54.0pp | 68.1%-47.0pp |
| Annual return | -99.50% | 21.02%-120.5pp | 204.55%-304.0pp | 53.51%-153.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,664 | $4,037-34.0% | $5,096-47.7% | $4,126-35.4% |
| Admin fee / account holder | $9,700 | $7,381+31.4% | $9,162+5.9% | $7,339+32.2% |