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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 | $4,095 | $129,960-96.8% | $104,299-96.1% | $134,545-97.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 73.3%-73.3pp | 81.2%-81.2pp |
| Annual return | -36.86% | 42.06%-78.9pp | 24.62%-61.5pp | 418.37%-455.2pp |
| Employer contribution / active EE | $84 | $4,186-98.0% | $3,373-97.5% | $4,742-98.2% |
| Participant deferral / active EE | $6,383 | $5,589+14.2% | $4,626+38.0% | $6,401-0.3% |
| Admin fee / account holder | $2,256 | $9,324-75.8% | $7,339-69.3% | $11,431-80.3% |