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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 | $31,035 | $209,874-85.2% | $189,537-83.6% | $167,536-81.5% |
| Participation rate | 12.5% | 88.7%-76.2pp | 87.8%-75.3pp | 82.1%-69.6pp |
| Annual return | -9.54% | 748.61%-758.2pp | 555.34%-564.9pp | 478.82%-488.4pp |
| Employer contribution / active EE | $1,390 | $6,913-79.9% | $6,161-77.4% | $4,839-71.3% |
| Participant deferral / active EE | $8,984 | $8,934+0.6% | $8,220+9.3% | $6,342+41.7% |
| Admin fee / account holder | $12,798 | $14,299-10.5% | $12,048+6.2% | $12,315+3.9% |