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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 | $16,235 | $160,059-89.9% | $140,019-88.4% | $135,380-88.0% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -14.14% | 911.48%-925.6pp | 651.17%-665.3pp | 519.81%-533.9pp |
| Employer contribution / active EE | $592 | $6,420-90.8% | $5,605-89.4% | $4,779-87.6% |
| Participant deferral / active EE | $4,974 | $7,641-34.9% | $6,927-28.2% | $5,609-11.3% |
| Admin fee / account holder | $342 | $13,328-97.4% | $10,705-96.8% | $10,828-96.8% |