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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 | $1,181 | $106,247-98.9% | $96,515-98.8% | $139,466-99.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | -49.57% | 38.47%-88.0pp | 35.73%-85.3pp | 373.66%-423.2pp |
| Employer contribution / active EE | $300 | $4,106-92.7% | $3,740-92.0% | $4,754-93.7% |
| Participant deferral / active EE | $2,250 | $5,456-58.8% | $4,880-53.9% | $6,712-66.5% |
| Admin fee / account holder | $23,770 | $7,885+201.5% | $6,735+252.9% | $11,409+108.4% |