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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 | $13,378 | $95,979-86.1% | $74,551-82.1% | $135,380-90.1% |
| Participation rate | 68.2% | 75.7%-7.5pp | 69.1%-1.0pp | 82.6%-14.5pp |
| Annual return | -11.22% | 56.97%-68.2pp | 32.53%-43.8pp | 519.81%-531.0pp |
| Employer contribution / active EE | $138 | $2,716-94.9% | $1,961-93.0% | $4,779-97.1% |
| Participant deferral / active EE | $3,251 | $3,844-15.4% | $3,108+4.6% | $5,609-42.0% |
| Admin fee / account holder | $658 | $6,522-89.9% | $5,059-87.0% | $10,828-93.9% |