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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 | $9,551 | $100,811-90.5% | $86,698-89.0% | $134,545-92.9% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -25.56% | 29.11%-54.7pp | 35.96%-61.5pp | 418.37%-443.9pp |
| Employer contribution / active EE | $638 | $3,490-81.7% | $2,837-77.5% | $4,742-86.5% |
| Participant deferral / active EE | $2,679 | $5,339-49.8% | $4,656-42.5% | $6,401-58.2% |
| Admin fee / account holder | $343 | $10,926-96.9% | $7,492-95.4% | $11,431-97.0% |