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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 | $1,428 | $72,071-98.0% | $68,368-97.9% | $137,256-99.0% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | -43.73% | 353.14%-396.9pp | 292.57%-336.3pp | 220.34%-264.1pp |
| Employer contribution / active EE | $138 | $2,788-95.0% | $2,649-94.8% | $4,156-96.7% |
| Participant deferral / active EE | $829 | $4,410-81.2% | $4,123-79.9% | $6,407-87.1% |
| Admin fee / account holder | $465 | $5,336-91.3% | $5,150-91.0% | $12,270-96.2% |