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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 | $6,108 | $166,242-96.3% | $165,071-96.3% | $145,884-95.8% |
| Participation rate | 38.1% | 82.0%-43.9pp | 78.6%-40.5pp | 80.3%-42.2pp |
| Annual return | -10.53% | 100.44%-111.0pp | 70.17%-80.7pp | 551.85%-562.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,177 | $6,964-68.7% | $6,035-63.9% | $6,690-67.5% |
| Admin fee / account holder | $1,686 | $16,658-89.9% | $12,695-86.7% | $13,392-87.4% |