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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 | $7,854 | $99,647-92.1% | $86,439-90.9% | $134,509-94.2% |
| Participation rate | 27.3% | 82.1%-54.8pp | 80.3%-53.1pp | 81.2%-54.0pp |
| Annual return | -328.08% | 6784.13%-7112.2pp | 4395.55%-4723.6pp | 418.13%-746.2pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,655 | $7,246-63.4% | $6,952-61.8% | $6,400-58.5% |
| Admin fee / account holder | $927 | $8,373-88.9% | $6,732-86.2% | $11,427-91.9% |