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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 | $9,165 | $97,020-90.6% | $83,327-89.0% | $135,380-93.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -35.55% | 12.31%-47.9pp | 10.64%-46.2pp | 519.81%-555.4pp |
| Employer contribution / active EE | $308 | $4,144-92.6% | $3,379-90.9% | $4,779-93.6% |
| Participant deferral / active EE | $5,208 | $5,964-12.7% | $5,565-6.4% | $5,609-7.1% |
| Admin fee / account holder | $1,473 | $8,426-82.5% | $7,540-80.5% | $10,828-86.4% |