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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 | $4,882 | $196,972-97.5% | $182,262-97.3% | $198,609-97.5% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 1.80% | 158.27%-156.5pp | 140.60%-138.8pp | 202.70%-200.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,736 | $8,643-56.8% | $8,276-54.9% | $6,977-46.5% |
| Admin fee / account holder | $39,245 | $18,429+113.0% | $16,712+134.8% | $19,030+106.2% |