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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 | $3,503 | $135,645-97.4% | $110,243-96.8% | $135,380-97.4% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.8%-38.2pp | 82.6%-41.0pp |
| Annual return | -70.70% | 513.24%-583.9pp | 314.76%-385.5pp | 519.81%-590.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,730 | $5,507-68.6% | $4,672-63.0% | $5,609-69.2% |
| Admin fee / account holder | $2,409 | $11,458-79.0% | $8,548-71.8% | $10,828-77.8% |