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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 | $15,196 | $157,304-90.3% | $141,197-89.2% | $152,909-90.1% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 12.27% | 64.34%-52.1pp | 71.41%-59.1pp | 345.46%-333.2pp |
| Employer contribution / active EE | $503 | $5,263-90.4% | $4,736-89.4% | $4,764-89.4% |
| Participant deferral / active EE | $3,202 | $7,111-55.0% | $6,710-52.3% | $5,851-45.3% |
| Admin fee / account holder | $8,162 | $12,126-32.7% | $10,265-20.5% | $11,601-29.6% |