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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 | $20,323 | $209,425-90.3% | $178,499-88.6% | $158,966-87.2% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | -29.17% | 188.80%-218.0pp | 151.10%-180.3pp | 302.95%-332.1pp |
| Employer contribution / active EE | $61 | $5,707-98.9% | $5,011-98.8% | $4,762-98.7% |
| Participant deferral / active EE | $4,750 | $5,955-20.2% | $5,202-8.7% | $5,983-20.6% |
| Admin fee / account holder | $1,909 | $17,078-88.8% | $13,986-86.4% | $11,250-83.0% |