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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 | $18,550 | $180,462-89.7% | $154,111-88.0% | $135,379-86.3% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -10.63% | 888.17%-898.8pp | 735.18%-745.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $861 | $6,036-85.7% | $5,298-83.7% | $4,779-82.0% |
| Participant deferral / active EE | $2,754 | $5,806-52.6% | $5,081-45.8% | $5,609-50.9% |
| Admin fee / account holder | $1,532 | $16,145-90.5% | $13,411-88.6% | $10,828-85.9% |