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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 | $14,232 | $97,761-85.4% | $83,850-83.0% | $135,382-89.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -20.77% | 1287.44%-1308.2pp | 850.92%-871.7pp | 519.77%-540.5pp |
| Employer contribution / active EE | $313 | $4,222-92.6% | $3,631-91.4% | $4,779-93.5% |
| Participant deferral / active EE | $2,779 | $4,682-40.7% | $4,082-31.9% | $5,609-50.5% |
| Admin fee / account holder | $2,168 | $6,674-67.5% | $5,478-60.4% | $10,829-80.0% |