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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 | $18,843 | $138,072-86.4% | $123,549-84.7% | $135,382-86.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -37.20% | 153.69%-190.9pp | 119.20%-156.4pp | 519.77%-557.0pp |
| Employer contribution / active EE | $370 | $5,152-92.8% | $4,628-92.0% | $4,779-92.3% |
| Participant deferral / active EE | $9,250 | $6,799+36.0% | $6,426+44.0% | $5,609+64.9% |
| Admin fee / account holder | $32,940 | $10,917+201.7% | $9,284+254.8% | $10,829+204.2% |