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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 | $17,571 | $69,708-74.8% | $67,560-74.0% | $74,478-76.4% |
| Participation rate | 34.4% | 71.4%-37.0pp | 72.9%-38.5pp | 67.2%-32.8pp |
| Annual return | 10.62% | -40.67%+51.3pp | 3533.50%-3522.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,279 | $3,637-64.8% | $4,004-68.1% | $4,350-70.6% |
| Admin fee / account holder | $673 | $887-24.2% | $3,994-83.2% | $1,946-65.4% |