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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 | $14,726 | $106,005-86.1% | $92,239-84.0% | $147,585-90.0% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | -14.49% | 50.05%-64.5pp | 176.29%-190.8pp | 578.58%-593.1pp |
| Employer contribution / active EE | $371 | $4,333-91.4% | $3,680-89.9% | $4,876-92.4% |
| Participant deferral / active EE | $2,903 | $4,478-35.2% | $3,897-25.5% | $5,439-46.6% |
| Admin fee / account holder | $18,645 | $6,333+194.4% | $5,194+259.0% | $10,886+71.3% |