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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 | $76,407-97.0% | $150,298-98.5% | $82,448-97.2% |
| Participation rate | 37.0% | 66.4%-29.4pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | -2169.62% | 39.99%-2209.6pp | 62.79%-2232.4pp | 41.64%-2211.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,207 | $3,214-31.3% | $5,453-59.5% | $4,139-46.7% |
| Admin fee / account holder | $2,436 | $6,352-61.7% | $14,116-82.7% | $7,234-66.3% |