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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 | $11,063 | $167,522-93.4% | $151,639-92.7% | $134,532-91.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -22.11% | 7.81%-29.9pp | 3.34%-25.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $953 | $6,828-86.0% | $6,165-84.5% | $4,741-79.9% |
| Participant deferral / active EE | $3,323 | $8,986-63.0% | $8,363-60.3% | $6,401-48.1% |
| Admin fee / account holder | $4,148 | $13,780-69.9% | $11,613-64.3% | $11,429-63.7% |