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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 | $23,995 | $180,466-86.7% | $154,114-84.4% | $135,382-82.3% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -17.53% | 888.15%-905.7pp | 735.16%-752.7pp | 519.77%-537.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,804 | $5,806-51.7% | $5,081-44.8% | $5,609-50.0% |
| Admin fee / account holder | $2,320 | $16,144-85.6% | $13,411-82.7% | $10,829-78.6% |