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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 | $19,965 | $180,466-88.9% | $154,114-87.0% | $135,382-85.3% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -11.07% | 888.15%-899.2pp | 735.16%-746.2pp | 519.77%-530.8pp |
| Employer contribution / active EE | $510 | $6,035-91.5% | $5,298-90.4% | $4,779-89.3% |
| Participant deferral / active EE | $3,115 | $5,806-46.4% | $5,081-38.7% | $5,609-44.5% |
| Admin fee / account holder | $1,254 | $16,144-92.2% | $13,411-90.7% | $10,829-88.4% |