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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 | $18,367 | $138,076-86.7% | $123,553-85.1% | $135,380-86.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -14.27% | 153.70%-168.0pp | 119.21%-133.5pp | 519.81%-534.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,828 | $6,800-43.7% | $6,426-40.4% | $5,609-31.8% |
| Admin fee / account holder | $1,103 | $10,917-89.9% | $9,284-88.1% | $10,828-89.8% |