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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 | $22,005 | $209,422-89.5% | $178,503-87.7% | $158,982-86.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -4.74% | 188.81%-193.5pp | 151.12%-155.9pp | 302.99%-307.7pp |
| Employer contribution / active EE | $330 | $5,707-94.2% | $5,011-93.4% | $4,763-93.1% |
| Participant deferral / active EE | $2,291 | $5,955-61.5% | $5,202-56.0% | $5,983-61.7% |
| Admin fee / account holder | $98,539 | $17,079+477.0% | $13,987+604.5% | $11,252+775.8% |