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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 | $15,908 | $180,462-91.2% | $154,111-89.7% | $135,379-88.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -17.72% | 888.17%-905.9pp | 735.18%-752.9pp | 519.79%-537.5pp |
| Employer contribution / active EE | $848 | $6,036-86.0% | $5,298-84.0% | $4,779-82.3% |
| Participant deferral / active EE | $2,839 | $5,806-51.1% | $5,081-44.1% | $5,609-49.4% |
| Admin fee / account holder | $1,219 | $16,145-92.4% | $13,411-90.9% | $10,828-88.7% |