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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 | $2,534 | $100,073-97.5% | $85,126-97.0% | $145,877-98.3% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | -47.02% | 84.11%-131.1pp | 66.63%-113.6pp | 551.28%-598.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,841 | $5,294-65.2% | $4,523-59.3% | $6,691-72.5% |
| Admin fee / account holder | $1,573 | $7,261-78.3% | $6,160-74.5% | $13,402-88.3% |