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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 | $957 | $90,614-98.9% | $76,089-98.7% | $145,877-99.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | -3.62% | 623.80%-627.4pp | 360.94%-364.6pp | 551.28%-554.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,466 | $5,168-71.6% | $4,259-65.6% | $6,691-78.1% |
| Admin fee / account holder | $10,348 | $8,376+23.5% | $6,418+61.2% | $13,402-22.8% |