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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 | $8,887 | $167,362-94.7% | $143,799-93.8% | $134,532-93.4% |
| Participation rate | 30.0% | 84.8%-54.8pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -29.77% | 0.47%-30.2pp | -0.04%-29.7pp | 418.27%-448.0pp |
| Employer contribution / active EE | $752 | $5,620-86.6% | $4,952-84.8% | $4,741-84.1% |
| Participant deferral / active EE | $2,255 | $6,447-65.0% | $5,638-60.0% | $6,401-64.8% |
| Admin fee / account holder | $450 | $18,094-97.5% | $14,677-96.9% | $11,429-96.1% |