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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 | $21,422 | $168,635-87.3% | $147,617-85.5% | $125,389-82.9% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -44.93% | 77.65%-122.6pp | 61.98%-106.9pp | 282.24%-327.2pp |
| Employer contribution / active EE | $91 | $6,252-98.5% | $5,564-98.4% | $4,866-98.1% |
| Participant deferral / active EE | $2,270 | $5,507-58.8% | $4,895-53.6% | $5,352-57.6% |
| Admin fee / account holder | $11,540 | $13,580-15.0% | $11,612-0.6% | $9,541+21.0% |