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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 | $3,426 | $152,597-97.8% | $117,533-97.1% | $134,532-97.5% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -21.45% | 53.04%-74.5pp | 29.77%-51.2pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $755 | $4,821-84.3% | $4,072-81.5% | $6,401-88.2% |
| Admin fee / account holder | $1,491 | $7,007-78.7% | $5,647-73.6% | $11,429-87.0% |