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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 | $21,594 | $168,636-87.2% | $147,618-85.4% | $125,388-82.8% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -5.73% | 77.65%-83.4pp | 61.98%-67.7pp | 282.24%-288.0pp |
| Employer contribution / active EE | $656 | $6,252-89.5% | $5,565-88.2% | $4,866-86.5% |
| Participant deferral / active EE | $3,508 | $5,507-36.3% | $4,895-28.4% | $5,352-34.5% |
| Admin fee / account holder | $74,178 | $13,580+446.2% | $11,612+538.8% | $9,541+677.5% |