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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 | $11,935 | $138,076-91.4% | $123,553-90.3% | $135,380-91.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -16.37% | 153.70%-170.1pp | 119.21%-135.6pp | 519.81%-536.2pp |
| Employer contribution / active EE | $28 | $5,152-99.5% | $4,628-99.4% | $4,779-99.4% |
| Participant deferral / active EE | $3,796 | $6,800-44.2% | $6,426-40.9% | $5,609-32.3% |
| Admin fee / account holder | $3,698 | $10,917-66.1% | $9,284-60.2% | $10,828-65.8% |