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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 | $10,042 | $138,102-92.7% | $125,381-92.0% | $134,532-92.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.82% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $530 | $5,245-89.9% | $4,815-89.0% | $4,741-88.8% |
| Participant deferral / active EE | $3,181 | $7,801-59.2% | $7,448-57.3% | $6,401-50.3% |
| Admin fee / account holder | $715 | $11,568-93.8% | $10,007-92.9% | $11,429-93.7% |