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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 | $13,587 | $65,555-79.3% | $86,216-84.2% | $75,173-81.9% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.0%-44.0pp | 67.2%-42.2pp |
| Annual return | -1.35% | 46.07%-47.4pp | 1169.42%-1170.8pp | 160.72%-162.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,560 | $3,023-48.4% | $3,986-60.9% | $4,126-62.2% |
| Admin fee / account holder | $2,827 | $5,469-48.3% | $6,853-58.7% | $5,651-50.0% |