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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 | $13,133 | $176,077-92.5% | $159,455-91.8% | $167,518-92.2% |
| Participation rate | 56.3% | 84.9%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | -5.60% | 331.83%-337.4pp | 263.63%-269.2pp | 478.71%-484.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,573 | $7,751-53.9% | $7,353-51.4% | $6,342-43.7% |
| Admin fee / account holder | $2,923 | $12,556-76.7% | $10,800-72.9% | $12,312-76.3% |