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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 | $17,271 | $168,635-89.8% | $147,617-88.3% | $125,389-86.2% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -8.66% | 77.65%-86.3pp | 61.98%-70.6pp | 282.24%-290.9pp |
| Employer contribution / active EE | $605 | $6,252-90.3% | $5,564-89.1% | $4,866-87.6% |
| Participant deferral / active EE | $2,213 | $5,507-59.8% | $4,895-54.8% | $5,352-58.6% |
| Admin fee / account holder | $583 | $13,580-95.7% | $11,612-95.0% | $9,541-93.9% |