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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 | $16,817 | $138,076-87.8% | $123,553-86.4% | $135,380-87.6% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -15.63% | 153.70%-169.3pp | 119.21%-134.8pp | 519.81%-535.4pp |
| Employer contribution / active EE | $76 | $5,152-98.5% | $4,628-98.3% | $4,779-98.4% |
| Participant deferral / active EE | $4,042 | $6,800-40.6% | $6,426-37.1% | $5,609-27.9% |
| Admin fee / account holder | $391 | $10,917-96.4% | $9,284-95.8% | $10,828-96.4% |