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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 | $16,429 | $138,076-88.1% | $123,553-86.7% | $135,380-87.9% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -38.44% | 153.70%-192.1pp | 119.21%-157.6pp | 519.81%-558.2pp |
| Employer contribution / active EE | $608 | $5,152-88.2% | $4,628-86.9% | $4,779-87.3% |
| Participant deferral / active EE | $6,806 | $6,800+0.1% | $6,426+5.9% | $5,609+21.3% |
| Admin fee / account holder | $352 | $10,917-96.8% | $9,284-96.2% | $10,828-96.8% |