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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 | $8,321 | $114,119-92.7% | $107,187-92.2% | $138,895-94.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | -94.97% | 273.21%-368.2pp | 204.55%-299.5pp | 145.39%-240.4pp |
| Employer contribution / active EE | $678 | $4,059-83.3% | $3,782-82.1% | $4,194-83.8% |
| Participant deferral / active EE | $2,103 | $5,538-62.0% | $5,096-58.7% | $6,396-67.1% |
| Admin fee / account holder | $498 | $10,024-95.0% | $9,162-94.6% | $12,562-96.0% |