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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 | $2,837 | $148,623-98.1% | $135,974-97.9% | $139,466-98.0% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 5.95% | 79.30%-73.3pp | 68.30%-62.4pp | 373.66%-367.7pp |
| Employer contribution / active EE | $898 | $5,246-82.9% | $4,859-81.5% | $4,754-81.1% |
| Participant deferral / active EE | $3,693 | $8,103-54.4% | $7,760-52.4% | $6,712-45.0% |
| Admin fee / account holder | $10,718 | $12,406-13.6% | $10,767-0.5% | $11,409-6.1% |