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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 | $26,803 | $180,466-85.1% | $154,114-82.6% | $135,382-80.2% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -10.69% | 888.15%-898.8pp | 735.16%-745.9pp | 519.77%-530.5pp |
| Employer contribution / active EE | $914 | $6,035-84.8% | $5,298-82.7% | $4,779-80.9% |
| Participant deferral / active EE | $3,798 | $5,806-34.6% | $5,081-25.2% | $5,609-32.3% |
| Admin fee / account holder | $1,982 | $16,144-87.7% | $13,411-85.2% | $10,829-81.7% |