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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 | $26,024 | $180,459-85.6% | $154,108-83.1% | $135,380-80.8% |
| Participation rate | 60.9% | 87.4%-26.6pp | 83.0%-22.2pp | 82.6%-21.8pp |
| Annual return | -10.15% | 888.21%-898.4pp | 735.21%-745.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $644 | $6,035-89.3% | $5,298-87.8% | $4,779-86.5% |
| Participant deferral / active EE | $3,104 | $5,806-46.5% | $5,081-38.9% | $5,609-44.7% |
| Admin fee / account holder | $684 | $16,145-95.8% | $13,411-94.9% | $10,828-93.7% |