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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 | $15,001 | $167,362-91.0% | $143,799-89.6% | $134,532-88.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -42.14% | 0.47%-42.6pp | -0.04%-42.1pp | 418.27%-460.4pp |
| Employer contribution / active EE | $950 | $5,620-83.1% | $4,952-80.8% | $4,741-80.0% |
| Participant deferral / active EE | $4,960 | $6,447-23.1% | $5,638-12.0% | $6,401-22.5% |
| Admin fee / account holder | $2,196 | $18,094-87.9% | $14,677-85.0% | $11,429-80.8% |