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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 | $7,276 | $138,076-94.7% | $123,553-94.1% | $135,380-94.6% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.6pp |
| Annual return | -18.41% | 153.70%-172.1pp | 119.21%-137.6pp | 519.81%-538.2pp |
| Employer contribution / active EE | $454 | $5,152-91.2% | $4,628-90.2% | $4,779-90.5% |
| Participant deferral / active EE | $4,089 | $6,800-39.9% | $6,426-36.4% | $5,609-27.1% |
| Admin fee / account holder | $447 | $10,917-95.9% | $9,284-95.2% | $10,828-95.9% |