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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 | $12,458 | $91,525-86.4% | $130,026-90.4% | $75,181-83.4% |
| Participation rate | 16.0% | 71.4%-55.4pp | 78.5%-62.5pp | 67.2%-51.2pp |
| Annual return | 9.14% | -631.40%+640.5pp | -137.26%+146.4pp | 160.69%-151.5pp |
| Employer contribution / active EE | $252 | $2,844-91.1% | $4,321-94.2% | $2,671-90.6% |
| Participant deferral / active EE | $3,117 | $4,342-28.2% | $5,821-46.4% | $4,126-24.4% |
| Admin fee / account holder | $144,004 | $6,778+2024.5% | $10,608+1257.5% | $5,650+2448.8% |