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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 | $6,232 | $106,551-94.2% | $91,225-93.2% | $134,532-95.4% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -36.84% | 160.78%-197.6pp | 114.12%-151.0pp | 418.27%-455.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,169 | $4,718-32.8% | $4,233-25.1% | $6,401-50.5% |
| Admin fee / account holder | $1,162 | $6,234-81.4% | $5,422-78.6% | $11,429-89.8% |