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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 | $8,897 | $176,402-95.0% | $134,162-93.4% | $158,982-94.4% |
| Participation rate | 27.3% | 78.7%-51.5pp | 72.2%-44.9pp | 82.0%-54.7pp |
| Annual return | -6.51% | 63.66%-70.2pp | 36.35%-42.9pp | 302.99%-309.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $571 | $4,093-86.0% | $3,500-83.7% | $5,983-90.5% |
| Admin fee / account holder | $11,808 | $8,719+35.4% | $6,685+76.6% | $11,252+4.9% |