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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 | $18,241 | $160,059-88.6% | $140,019-87.0% | $135,380-86.5% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.5%-32.5pp | 82.6%-27.6pp |
| Annual return | -13.11% | 911.48%-924.6pp | 651.17%-664.3pp | 519.81%-532.9pp |
| Employer contribution / active EE | $980 | $6,420-84.7% | $5,605-82.5% | $4,779-79.5% |
| Participant deferral / active EE | $3,141 | $7,641-58.9% | $6,927-54.7% | $5,609-44.0% |
| Admin fee / account holder | $331 | $13,328-97.5% | $10,705-96.9% | $10,828-96.9% |