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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 | $8,626 | $138,078-93.8% | $125,363-93.1% | $134,509-93.6% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -31.10% | 750.49%-781.6pp | 572.15%-603.2pp | 418.13%-449.2pp |
| Employer contribution / active EE | $327 | $5,245-93.8% | $4,815-93.2% | $4,741-93.1% |
| Participant deferral / active EE | $3,835 | $7,800-50.8% | $7,447-48.5% | $6,400-40.1% |
| Admin fee / account holder | $1,033 | $11,566-91.1% | $10,005-89.7% | $11,427-91.0% |