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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 | $980 | $111,785-99.1% | $93,669-99.0% | $145,877-99.3% |
| Participation rate | 9.1% | 74.2%-65.1pp | 68.7%-59.6pp | 80.3%-71.2pp |
| Annual return | -71.88% | 203.79%-275.7pp | 133.59%-205.5pp | 551.28%-623.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,182 | $4,919-15.0% | $4,416-5.3% | $6,691-37.5% |
| Admin fee / account holder | $99,020 | $10,256+865.5% | $8,291+1094.3% | $13,402+638.8% |