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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 | $5,138 | $106,549-95.2% | $91,225-94.4% | $134,509-96.2% |
| Participation rate | 35.0% | 76.8%-41.8pp | 73.2%-38.2pp | 81.2%-46.2pp |
| Annual return | -56.69% | 160.73%-217.4pp | 114.10%-170.8pp | 418.13%-474.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,349 | $4,719-71.4% | $4,234-68.1% | $6,400-78.9% |
| Admin fee / account holder | $1,801 | $6,234-71.1% | $5,422-66.8% | $11,427-84.2% |