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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 | $8,475 | $97,732-91.3% | $83,831-89.9% | $135,380-93.7% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -38.00% | 1287.56%-1325.6pp | 850.99%-889.0pp | 519.81%-557.8pp |
| Employer contribution / active EE | $527 | $4,222-87.5% | $3,631-85.5% | $4,779-89.0% |
| Participant deferral / active EE | $2,056 | $4,683-56.1% | $4,082-49.6% | $5,609-63.3% |
| Admin fee / account holder | $3,737 | $6,675-44.0% | $5,479-31.8% | $10,828-65.5% |