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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 | $14,751 | $178,174-91.7% | $156,181-90.6% | $137,256-89.3% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | -25.38% | 84.19%-109.6pp | 64.87%-90.2pp | 220.34%-245.7pp |
| Employer contribution / active EE | $375 | $4,972-92.5% | $4,294-91.3% | $4,156-91.0% |
| Participant deferral / active EE | $4,589 | $6,888-33.4% | $6,132-25.2% | $6,407-28.4% |
| Admin fee / account holder | $6,206 | $17,404-64.3% | $14,586-57.5% | $12,270-49.4% |