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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 | $13,441 | $138,076-90.3% | $123,553-89.1% | $135,380-90.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -13.55% | 153.70%-167.3pp | 119.21%-132.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $38 | $5,152-99.3% | $4,628-99.2% | $4,779-99.2% |
| Participant deferral / active EE | $2,724 | $6,800-59.9% | $6,426-57.6% | $5,609-51.4% |
| Admin fee / account holder | $696 | $10,917-93.6% | $9,284-92.5% | $10,828-93.6% |