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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 | $10,155 | $105,929-90.4% | $81,716-87.6% | $158,966-93.6% |
| Participation rate | 9.1% | 75.6%-66.5pp | 72.0%-62.9pp | 82.0%-72.9pp |
| Annual return | -80.55% | 38.19%-118.7pp | 29.49%-110.0pp | 302.95%-383.5pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $709 | $13,007-94.5% | $7,108-90.0% | $5,983-88.1% |
| Admin fee / account holder | $9,789 | $8,492+15.3% | $5,159+89.7% | $11,250-13.0% |