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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 | $13,716 | $168,635-91.9% | $147,617-90.7% | $125,389-89.1% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -8.33% | 77.65%-86.0pp | 61.98%-70.3pp | 282.24%-290.6pp |
| Employer contribution / active EE | $930 | $6,252-85.1% | $5,564-83.3% | $4,866-80.9% |
| Participant deferral / active EE | $2,190 | $5,507-60.2% | $4,895-55.3% | $5,352-59.1% |
| Admin fee / account holder | $322 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |