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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 | $13,890 | $168,636-91.8% | $147,618-90.6% | $125,388-88.9% |
| Participation rate | 26.7% | 88.8%-62.1pp | 84.6%-58.0pp | 83.2%-56.5pp |
| Annual return | -48.82% | 77.65%-126.5pp | 61.98%-110.8pp | 282.24%-331.1pp |
| Employer contribution / active EE | $1,234 | $6,252-80.3% | $5,565-77.8% | $4,866-74.6% |
| Participant deferral / active EE | $2,900 | $5,507-47.3% | $4,895-40.8% | $5,352-45.8% |
| Admin fee / account holder | $3,269 | $13,580-75.9% | $11,612-71.8% | $9,541-65.7% |