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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 | $5,065 | $183,592-97.2% | $155,574-96.7% | $145,877-96.5% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | -104.71% | 61.37%-166.1pp | 64.87%-169.6pp | 551.28%-656.0pp |
| Employer contribution / active EE | $939 | $5,317-82.3% | $4,676-79.9% | $4,663-79.9% |
| Participant deferral / active EE | $1,842 | $6,466-71.5% | $5,629-67.3% | $6,691-72.5% |
| Admin fee / account holder | $525 | $19,316-97.3% | $15,914-96.7% | $13,402-96.1% |