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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 | $10,238 | $176,120-94.2% | $159,487-93.6% | $167,553-93.9% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | -61.71% | 331.95%-393.7pp | 263.71%-325.4pp | 478.89%-540.6pp |
| Employer contribution / active EE | $268 | $5,299-94.9% | $4,831-94.5% | $4,840-94.5% |
| Participant deferral / active EE | $3,383 | $7,752-56.4% | $7,354-54.0% | $6,343-46.7% |
| Admin fee / account holder | $500 | $12,561-96.0% | $10,804-95.4% | $12,316-95.9% |