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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 | $3,707 | $77,472-95.2% | $100,415-96.3% | $80,959-95.4% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.7%-67.7pp |
| Annual return | -81.71% | 37.26%-119.0pp | 49.47%-131.2pp | 35.67%-117.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,885 | $6,818-57.7% | $8,091-64.3% | $4,300-32.9% |
| Admin fee / account holder | $68,334 | $5,885+1061.2% | $7,906+764.3% | $6,925+886.7% |