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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 | $88,672-100.0% | $105,223-100.0% | $82,448-100.0% |
| Participation rate | 21.1% | 67.9%-46.9pp | 75.0%-54.0pp | 68.1%-47.0pp |
| Annual return | -99.50% | 30.86%-130.4pp | 180.65%-280.1pp | 41.64%-141.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,664 | $4,036-34.0% | $5,072-47.5% | $4,139-35.6% |
| Admin fee / account holder | $9,700 | $7,146+35.7% | $8,859+9.5% | $7,234+34.1% |