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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 | $11,089 | $227,597-95.1% | $189,575-94.2% | $167,536-93.4% |
| Participation rate | 54.5% | 82.5%-28.0pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | -14.21% | 78.44%-92.7pp | 64.19%-78.4pp | 478.82%-493.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,398 | $7,002-65.8% | $6,174-61.2% | $6,342-62.2% |
| Admin fee / account holder | $7,245 | $11,877-39.0% | $9,806-26.1% | $12,315-41.2% |