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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 | $1,710 | $101,283-98.3% | $75,826-97.7% | $135,380-98.7% |
| Participation rate | 17.6% | 72.7%-55.1pp | 68.2%-50.6pp | 82.6%-65.0pp |
| Annual return | -107.36% | 3384.62%-3492.0pp | 1914.15%-2021.5pp | 519.81%-627.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $306 | $3,469-91.2% | $2,862-89.3% | $5,609-94.5% |
| Admin fee / account holder | $318 | $6,539-95.1% | $4,726-93.3% | $10,828-97.1% |