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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 | $10,992 | $135,639-91.9% | $110,241-90.0% | $135,382-91.9% |
| Participation rate | 68.2% | 83.5%-15.3pp | 79.8%-11.6pp | 82.6%-14.5pp |
| Annual return | -11.11% | 513.21%-524.3pp | 314.75%-325.9pp | 519.77%-530.9pp |
| Employer contribution / active EE | $355 | $4,907-92.8% | $3,827-90.7% | $4,779-92.6% |
| Participant deferral / active EE | $3,388 | $5,507-38.5% | $4,672-27.5% | $5,609-39.6% |
| Admin fee / account holder | $528 | $11,457-95.4% | $8,548-93.8% | $10,829-95.1% |