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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 | $937 | $105,861-99.1% | $90,756-99.0% | $134,509-99.3% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | -54.50% | -10.99%-43.5pp | -12.16%-42.3pp | 418.13%-472.6pp |
| Employer contribution / active EE | $372 | $3,463-89.3% | $2,922-87.3% | $4,741-92.2% |
| Participant deferral / active EE | $2,105 | $5,217-59.6% | $4,565-53.9% | $6,400-67.1% |
| Admin fee / account holder | $6,499 | $13,938-53.4% | $8,445-23.0% | $11,427-43.1% |