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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 | $22,687 | $135,645-83.3% | $110,243-79.4% | $135,379-83.2% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.8%-63.2pp | 82.6%-66.0pp |
| Annual return | -16.77% | 513.24%-530.0pp | 314.76%-331.5pp | 519.79%-536.6pp |
| Employer contribution / active EE | $554 | $4,907-88.7% | $3,827-85.5% | $4,779-88.4% |
| Participant deferral / active EE | $3,359 | $5,507-39.0% | $4,672-28.1% | $5,609-40.1% |
| Admin fee / account holder | $5,472 | $11,458-52.2% | $8,548-36.0% | $10,828-49.5% |