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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 | $10,005 | $147,167-93.2% | $111,392-91.0% | $135,379-92.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 78.9%-16.4pp | 82.6%-20.1pp |
| Annual return | -13.39% | -4.44%-8.9pp | -2.06%-11.3pp | 519.79%-533.2pp |
| Employer contribution / active EE | $779 | $5,204-85.0% | $4,328-82.0% | $4,779-83.7% |
| Participant deferral / active EE | $2,278 | $6,565-65.3% | $5,567-59.1% | $5,609-59.4% |
| Admin fee / account holder | $350 | $20,270-98.3% | $12,266-97.1% | $10,828-96.8% |