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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 | $6,113 | $156,963-96.1% | $121,204-95.0% | $139,466-95.6% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | -26.42% | 1476.75%-1503.2pp | 987.18%-1013.6pp | 373.66%-400.1pp |
| Employer contribution / active EE | $141 | $5,544-97.5% | $4,170-96.6% | $4,754-97.0% |
| Participant deferral / active EE | $563 | $4,848-88.4% | $4,083-86.2% | $6,712-91.6% |
| Admin fee / account holder | $1,797 | $6,953-74.2% | $5,651-68.2% | $11,409-84.2% |