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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 | $14,419 | $142,361-89.9% | $119,608-87.9% | $134,509-89.3% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -22.49% | -12.46%-10.0pp | -14.98%-7.5pp | 418.13%-440.6pp |
| Employer contribution / active EE | $225 | $5,224-95.7% | $4,232-94.7% | $4,741-95.3% |
| Participant deferral / active EE | $2,604 | $6,468-59.7% | $5,601-53.5% | $6,400-59.3% |
| Admin fee / account holder | $178,297 | $13,588+1212.2% | $10,326+1626.7% | $11,427+1460.4% |