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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 | $8,083 | $180,462-95.5% | $154,111-94.8% | $135,379-94.0% |
| Participation rate | 64.7% | 87.4%-22.7pp | 83.0%-18.3pp | 82.6%-17.9pp |
| Annual return | -40.75% | 888.17%-928.9pp | 735.18%-775.9pp | 519.79%-560.5pp |
| Employer contribution / active EE | $1,021 | $6,036-83.1% | $5,298-80.7% | $4,779-78.6% |
| Participant deferral / active EE | $4,546 | $5,806-21.7% | $5,081-10.5% | $5,609-18.9% |
| Admin fee / account holder | $870 | $16,145-94.6% | $13,411-93.5% | $10,828-92.0% |