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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 | $9,761 | $95,406-89.8% | $185,849-94.7% | $85,847-88.6% |
| Participation rate | 28.9% | 68.8%-39.8pp | 81.7%-52.8pp | 69.3%-40.4pp |
| Annual return | 7.44% | 23.59%-16.2pp | 122.10%-114.7pp | 318.61%-311.2pp |
| Employer contribution / active EE | $160 | $3,314-95.2% | $5,169-96.9% | $2,565-93.8% |
| Participant deferral / active EE | $1,017 | $3,424-70.3% | $5,569-81.7% | $3,952-74.3% |
| Admin fee / account holder | $8,825 | $7,214+22.3% | $16,244-45.7% | $6,261+41.0% |