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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 | $10,678 | $111,878-90.5% | $93,727-88.6% | $145,897-92.7% |
| Participation rate | 27.8% | 74.2%-46.4pp | 68.7%-40.9pp | 80.3%-52.5pp |
| Annual return | 1.19% | 204.28%-203.1pp | 133.83%-132.6pp | 552.29%-551.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,765 | $4,920-64.1% | $4,417-60.1% | $6,689-73.6% |
| Admin fee / account holder | $1,750 | $10,256-82.9% | $8,292-78.9% | $13,390-86.9% |