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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 | $20,692 | $56,197-63.2% | $67,652-69.4% | $59,633-65.3% |
| Participation rate | 52.6% | 71.5%-18.9pp | 75.7%-23.1pp | 68.7%-16.1pp |
| Annual return | -3.83% | 18508.10%-18511.9pp | 6625.40%-6629.2pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $119 | $1,615-92.6% | $2,266-94.7% | $2,203-94.6% |
| Participant deferral / active EE | $1,367 | $2,844-51.9% | $3,560-61.6% | $3,192-57.2% |
| Admin fee / account holder | $1,108 | $3,958-72.0% | $4,821-77.0% | $4,297-74.2% |