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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 | $13,280 | $138,076-90.4% | $123,553-89.3% | $135,380-90.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -61.23% | 153.70%-214.9pp | 119.21%-180.4pp | 519.81%-581.0pp |
| Employer contribution / active EE | $720 | $5,152-86.0% | $4,628-84.4% | $4,779-84.9% |
| Participant deferral / active EE | $5,184 | $6,800-23.8% | $6,426-19.3% | $5,609-7.6% |
| Admin fee / account holder | $5,862 | $10,917-46.3% | $9,284-36.9% | $10,828-45.9% |