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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 | $11,325 | $180,459-93.7% | $154,108-92.7% | $135,380-91.6% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -29.51% | 888.21%-917.7pp | 735.21%-764.7pp | 519.81%-549.3pp |
| Employer contribution / active EE | $796 | $6,035-86.8% | $5,298-85.0% | $4,779-83.3% |
| Participant deferral / active EE | $2,092 | $5,806-64.0% | $5,081-58.8% | $5,609-62.7% |
| Admin fee / account holder | $2,398 | $16,145-85.1% | $13,411-82.1% | $10,828-77.9% |