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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 | $18,019 | $138,072-86.9% | $123,549-85.4% | $135,382-86.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -36.24% | 153.69%-189.9pp | 119.20%-155.4pp | 519.77%-556.0pp |
| Employer contribution / active EE | $575 | $5,152-88.8% | $4,628-87.6% | $4,779-88.0% |
| Participant deferral / active EE | $6,472 | $6,799-4.8% | $6,426+0.7% | $5,609+15.4% |
| Admin fee / account holder | $6,535 | $10,917-40.1% | $9,284-29.6% | $10,829-39.7% |