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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 | $9,698 | $197,637-95.1% | $177,848-94.5% | $158,982-93.9% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.7%-23.0pp | 82.0%-17.3pp |
| Annual return | -8.80% | 58.77%-67.6pp | 48.33%-57.1pp | 302.99%-311.8pp |
| Employer contribution / active EE | $1,054 | $6,698-84.3% | $5,919-82.2% | $4,763-77.9% |
| Participant deferral / active EE | $5,098 | $8,405-39.3% | $7,714-33.9% | $5,983-14.8% |
| Admin fee / account holder | $2,843 | $15,406-81.5% | $12,431-77.1% | $11,252-74.7% |