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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 | $2,289 | $78,690-97.1% | $161,489-98.6% | $87,485-97.4% |
| Participation rate | 37.0% | 67.5%-30.4pp | 78.7%-41.7pp | 68.9%-31.9pp |
| Annual return | -2169.62% | 32.74%-2202.4pp | 89.72%-2259.3pp | 26.06%-2195.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,207 | $3,311-33.3% | $5,630-60.8% | $4,274-48.4% |
| Admin fee / account holder | $2,436 | $6,724-63.8% | $16,006-84.8% | $7,775-68.7% |