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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 | $12,929 | $142,392-90.9% | $119,622-89.2% | $134,532-90.4% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -20.08% | -12.46%-7.6pp | -14.98%-5.1pp | 418.27%-438.3pp |
| Employer contribution / active EE | $524 | $5,224-90.0% | $4,232-87.6% | $4,741-88.9% |
| Participant deferral / active EE | $2,354 | $6,467-63.6% | $5,601-58.0% | $6,401-63.2% |
| Admin fee / account holder | $348 | $13,593-97.4% | $10,328-96.6% | $11,429-97.0% |