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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 | $12,587 | $167,362-92.5% | $143,799-91.2% | $134,532-90.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -94.97% | 0.47%-95.4pp | -0.04%-94.9pp | 418.27%-513.2pp |
| Employer contribution / active EE | $445 | $5,620-92.1% | $4,952-91.0% | $4,741-90.6% |
| Participant deferral / active EE | $7,900 | $6,447+22.5% | $5,638+40.1% | $6,401+23.4% |
| Admin fee / account holder | $8,750 | $18,094-51.6% | $14,677-40.4% | $11,429-23.4% |