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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 | $20,948 | $180,459-88.4% | $154,108-86.4% | $135,380-84.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -15.23% | 888.21%-903.4pp | 735.21%-750.4pp | 519.81%-535.0pp |
| Employer contribution / active EE | $1,037 | $6,035-82.8% | $5,298-80.4% | $4,779-78.3% |
| Participant deferral / active EE | $5,713 | $5,806-1.6% | $5,081+12.5% | $5,609+1.9% |
| Admin fee / account holder | $344 | $16,145-97.9% | $13,411-97.4% | $10,828-96.8% |