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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 | $1,517 | $106,551-98.6% | $91,225-98.3% | $134,532-98.9% |
| Participation rate | 9.1% | 76.8%-67.7pp | 73.2%-64.1pp | 81.2%-72.1pp |
| Annual return | -32.30% | 160.78%-193.1pp | 114.12%-146.4pp | 418.27%-450.6pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,190 | $4,718-74.8% | $4,233-71.9% | $6,401-81.4% |
| Admin fee / account holder | $703 | $6,234-88.7% | $5,422-87.0% | $11,429-93.9% |