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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 | $8,374 | $133,981-93.7% | $112,249-92.5% | $134,532-93.8% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -22.98% | 47.16%-70.1pp | 27.48%-50.5pp | 418.27%-441.2pp |
| Employer contribution / active EE | $726 | $4,040-82.0% | $3,636-80.0% | $4,741-84.7% |
| Participant deferral / active EE | $1,663 | $5,292-68.6% | $4,729-64.8% | $6,401-74.0% |
| Admin fee / account holder | $31,995 | $7,492+327.1% | $6,412+399.0% | $11,429+180.0% |