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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 | $18,194 | $167,362-89.1% | $143,799-87.3% | $134,532-86.5% |
| Participation rate | 27.3% | 84.8%-57.5pp | 80.3%-53.0pp | 81.2%-54.0pp |
| Annual return | -50.45% | 0.47%-50.9pp | -0.04%-50.4pp | 418.27%-468.7pp |
| Employer contribution / active EE | $419 | $5,620-92.5% | $4,952-91.5% | $4,741-91.2% |
| Participant deferral / active EE | $3,274 | $6,447-49.2% | $5,638-41.9% | $6,401-48.9% |
| Admin fee / account holder | $981 | $18,094-94.6% | $14,677-93.3% | $11,429-91.4% |