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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 | $12,130 | $97,761-87.6% | $83,850-85.5% | $135,382-91.0% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -10.19% | 1287.44%-1297.6pp | 850.92%-861.1pp | 519.77%-530.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,702 | $4,682-42.3% | $4,082-33.8% | $5,609-51.8% |
| Admin fee / account holder | $933 | $6,674-86.0% | $5,478-83.0% | $10,829-91.4% |