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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 | $24,138 | $209,428-88.5% | $178,498-86.5% | $158,950-84.8% |
| Participation rate | 22.2% | 86.4%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | -77.55% | 188.78%-266.3pp | 151.09%-228.6pp | 302.91%-380.5pp |
| Employer contribution / active EE | $85 | $5,707-98.5% | $5,011-98.3% | $4,762-98.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,802 | $17,077+33.5% | $13,985+63.0% | $11,248+102.7% |