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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 | $7,792 | $168,636-95.4% | $147,618-94.7% | $125,388-93.8% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -12.56% | 77.65%-90.2pp | 61.98%-74.5pp | 282.24%-294.8pp |
| Employer contribution / active EE | $744 | $6,252-88.1% | $5,565-86.6% | $4,866-84.7% |
| Participant deferral / active EE | $1,794 | $5,507-67.4% | $4,895-63.4% | $5,352-66.5% |
| Admin fee / account holder | $749 | $13,580-94.5% | $11,612-93.5% | $9,541-92.1% |