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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 | $5,291 | $28,109-81.2% | $71,089-92.6% | $56,289-90.6% |
| Participation rate | 24.0% | 40.4%-16.4pp | 54.6%-30.6pp | 69.9%-45.9pp |
| Annual return | -8.62% | -615.05%+606.4pp | 650.65%-659.3pp | -9.96%+1.3pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $444 | $1,116-60.2% | $1,873-76.3% | $3,350-86.8% |
| Admin fee / account holder | $466 | $585-20.2% | $3,082-84.9% | $521-10.5% |