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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 | $8,185 | $111,830-92.7% | $93,696-91.3% | $145,884-94.4% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | -22.34% | 204.08%-226.4pp | 133.74%-156.1pp | 551.85%-574.2pp |
| Employer contribution / active EE | $216 | $3,093-93.0% | $2,422-91.1% | $4,662-95.4% |
| Participant deferral / active EE | $1,705 | $4,920-65.3% | $4,417-61.4% | $6,690-74.5% |
| Admin fee / account holder | $15,303 | $10,249+49.3% | $8,287+84.7% | $13,392+14.3% |