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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 | $15,532 | $180,459-91.4% | $154,108-89.9% | $135,380-88.5% |
| Participation rate | 35.7% | 87.4%-51.7pp | 83.0%-47.3pp | 82.6%-46.9pp |
| Annual return | -8.86% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $606 | $6,035-90.0% | $5,298-88.6% | $4,779-87.3% |
| Participant deferral / active EE | $2,084 | $5,806-64.1% | $5,081-59.0% | $5,609-62.8% |
| Admin fee / account holder | $408 | $16,145-97.5% | $13,411-97.0% | $10,828-96.2% |