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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 | $22,401 | $180,459-87.6% | $154,108-85.5% | $135,380-83.5% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -14.20% | 888.21%-902.4pp | 735.21%-749.4pp | 519.81%-534.0pp |
| Employer contribution / active EE | $887 | $6,035-85.3% | $5,298-83.3% | $4,779-81.4% |
| Participant deferral / active EE | $3,645 | $5,806-37.2% | $5,081-28.2% | $5,609-35.0% |
| Admin fee / account holder | $987 | $16,145-93.9% | $13,411-92.6% | $10,828-90.9% |