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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 | $2,948 | $96,731-97.0% | $123,973-97.6% | $86,983-96.6% |
| Participation rate | 35.3% | 70.0%-34.7pp | 76.7%-41.4pp | 69.5%-34.2pp |
| Annual return | -1173.55% | 17.33%-1190.9pp | 388.13%-1561.7pp | 25.83%-1199.4pp |
| Employer contribution / active EE | $13 | $3,297-99.6% | $4,126-99.7% | $2,584-99.5% |
| Participant deferral / active EE | $4,837 | $4,152+16.5% | $5,247-7.8% | $4,194+15.3% |
| Admin fee / account holder | $4,394 | $8,722-49.6% | $11,799-62.8% | $7,856-44.1% |