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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 | $11,998 | $52,519-77.2% | $155,789-92.3% | $59,633-79.9% |
| Participation rate | 26.5% | 61.7%-35.2pp | 76.1%-49.6pp | 68.7%-42.2pp |
| Annual return | -6.51% | 53.51%-60.0pp | 71.54%-78.0pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,123 | $3,084-63.6% | $4,798-76.6% | $3,192-64.8% |
| Admin fee / account holder | $354 | $3,540-90.0% | $7,477-95.3% | $4,297-91.8% |