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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 | $6,716 | $75,832-91.1% | $147,617-95.5% | $59,633-88.7% |
| Participation rate | 12.5% | 71.6%-59.1pp | 84.6%-72.1pp | 68.7%-56.2pp |
| Annual return | -9.87% | 0.37%-10.2pp | 61.98%-71.8pp | 2041.45%-2051.3pp |
| Employer contribution / active EE | $149 | $3,485-95.7% | $5,564-97.3% | $2,203-93.2% |
| Participant deferral / active EE | $1,088 | $3,131-65.2% | $4,895-77.8% | $3,192-65.9% |
| Admin fee / account holder | $1,755 | $5,986-70.7% | $11,612-84.9% | $4,297-59.1% |