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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 | $89,259-96.7% | $107,187-97.3% | $82,637-96.4% |
| Participation rate | 35.3% | 67.9%-32.6pp | 75.0%-39.7pp | 68.1%-32.8pp |
| Annual return | -1173.55% | 21.02%-1194.6pp | 204.55%-1378.1pp | 53.51%-1227.1pp |
| Employer contribution / active EE | $13 | $3,080-99.6% | $3,782-99.6% | $2,552-99.5% |
| Participant deferral / active EE | $4,837 | $4,037+19.8% | $5,096-5.1% | $4,126+17.2% |
| Admin fee / account holder | $4,394 | $7,381-40.5% | $9,162-52.0% | $7,339-40.1% |