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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 | $8,008 | $166,268-95.2% | $165,100-95.1% | $145,897-94.5% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | -101.67% | 100.52%-202.2pp | 70.21%-171.9pp | 552.29%-654.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,392 | $6,964-36.9% | $6,035-27.2% | $6,689-34.3% |
| Admin fee / account holder | $3,511 | $16,659-78.9% | $12,696-72.3% | $13,390-73.8% |