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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 | $18,508 | $180,459-89.7% | $154,108-88.0% | $135,380-86.3% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -10.47% | 888.21%-898.7pp | 735.21%-745.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $582 | $6,035-90.4% | $5,298-89.0% | $4,779-87.8% |
| Participant deferral / active EE | $2,782 | $5,806-52.1% | $5,081-45.2% | $5,609-50.4% |
| Admin fee / account holder | $1,851 | $16,145-88.5% | $13,411-86.2% | $10,828-82.9% |