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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 | $20,882 | $180,459-88.4% | $154,108-86.4% | $135,380-84.6% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -9.01% | 888.21%-897.2pp | 735.21%-744.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,094 | $6,035-81.9% | $5,298-79.3% | $4,779-77.1% |
| Participant deferral / active EE | $3,215 | $5,806-44.6% | $5,081-36.7% | $5,609-42.7% |
| Admin fee / account holder | $1,071 | $16,145-93.4% | $13,411-92.0% | $10,828-90.1% |