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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 | $17,522 | $138,075-87.3% | $123,552-85.8% | $135,379-87.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.61% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $689 | $5,152-86.6% | $4,628-85.1% | $4,779-85.6% |
| Participant deferral / active EE | $6,168 | $6,800-9.3% | $6,426-4.0% | $5,609+10.0% |
| Admin fee / account holder | $10,570 | $10,917-3.2% | $9,285+13.9% | $10,828-2.4% |