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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 | $13,683 | $167,522-91.8% | $151,639-91.0% | $134,532-89.8% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -40.52% | 7.81%-48.3pp | 3.34%-43.9pp | 418.27%-458.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,519 | $8,986-38.6% | $8,363-34.0% | $6,401-13.8% |
| Admin fee / account holder | $877 | $13,780-93.6% | $11,613-92.4% | $11,429-92.3% |