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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 | $11,849 | $97,732-87.9% | $83,831-85.9% | $135,380-91.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -20.64% | 1287.56%-1308.2pp | 850.99%-871.6pp | 519.81%-540.4pp |
| Employer contribution / active EE | $648 | $4,222-84.7% | $3,631-82.2% | $4,779-86.4% |
| Participant deferral / active EE | $2,781 | $4,683-40.6% | $4,082-31.9% | $5,609-50.4% |
| Admin fee / account holder | $1,101 | $6,675-83.5% | $5,479-79.9% | $10,828-89.8% |