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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 | $13,494 | $132,634-89.8% | $115,768-88.3% | $137,256-90.2% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.4%-52.2pp | 80.0%-57.7pp |
| Annual return | -14.24% | 160.70%-174.9pp | 100.46%-114.7pp | 220.34%-234.6pp |
| Employer contribution / active EE | $418 | $3,360-87.6% | $2,940-85.8% | $4,156-90.0% |
| Participant deferral / active EE | $1,874 | $5,619-66.6% | $4,917-61.9% | $6,407-70.7% |
| Admin fee / account holder | $19,831 | $15,028+32.0% | $12,439+59.4% | $12,270+61.6% |