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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 | $8,779 | $180,462-95.1% | $154,111-94.3% | $135,379-93.5% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -23.41% | 888.17%-911.6pp | 735.18%-758.6pp | 519.79%-543.2pp |
| Employer contribution / active EE | $1,256 | $6,036-79.2% | $5,298-76.3% | $4,779-73.7% |
| Participant deferral / active EE | $2,163 | $5,806-62.8% | $5,081-57.4% | $5,609-61.4% |
| Admin fee / account holder | $648 | $16,145-96.0% | $13,411-95.2% | $10,828-94.0% |