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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 | $11,353 | $102,638-88.9% | $81,991-86.2% | $158,966-92.9% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | -11.31% | 61.05%-72.4pp | 41.31%-52.6pp | 302.95%-314.3pp |
| Employer contribution / active EE | $347 | $3,241-89.3% | $2,498-86.1% | $4,762-92.7% |
| Participant deferral / active EE | $3,393 | $4,649-27.0% | $3,722-8.9% | $5,983-43.3% |
| Admin fee / account holder | $3,040 | $8,237-63.1% | $5,665-46.3% | $11,250-73.0% |