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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 | $22,821 | $180,462-87.4% | $154,111-85.2% | $135,379-83.1% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | -12.67% | 888.17%-900.8pp | 735.18%-747.9pp | 519.79%-532.5pp |
| Employer contribution / active EE | $883 | $6,036-85.4% | $5,298-83.3% | $4,779-81.5% |
| Participant deferral / active EE | $3,082 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $721 | $16,145-95.5% | $13,411-94.6% | $10,828-93.3% |