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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 | $9,190 | $160,059-94.3% | $140,019-93.4% | $135,379-93.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -17.08% | 911.44%-928.5pp | 651.15%-668.2pp | 519.79%-536.9pp |
| Employer contribution / active EE | $1,280 | $6,420-80.1% | $5,605-77.2% | $4,779-73.2% |
| Participant deferral / active EE | $4,326 | $7,641-43.4% | $6,927-37.5% | $5,609-22.9% |
| Admin fee / account holder | $627 | $13,328-95.3% | $10,705-94.1% | $10,828-94.2% |