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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 | $16,008 | $168,635-90.5% | $147,617-89.2% | $125,389-87.2% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -5.50% | 77.65%-83.2pp | 61.98%-67.5pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,264 | $6,252-79.8% | $5,564-77.3% | $4,866-74.0% |
| Participant deferral / active EE | $4,381 | $5,507-20.4% | $4,895-10.5% | $5,352-18.1% |
| Admin fee / account holder | $2,817 | $13,580-79.3% | $11,612-75.7% | $9,541-70.5% |