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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 | $17,602 | $178,174-90.1% | $156,181-88.7% | $137,256-87.2% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 7.69% | 84.19%-76.5pp | 64.87%-57.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $383 | $4,972-92.3% | $4,294-91.1% | $4,156-90.8% |
| Participant deferral / active EE | $2,340 | $6,888-66.0% | $6,132-61.8% | $6,407-63.5% |
| Admin fee / account holder | $10,197 | $17,404-41.4% | $14,586-30.1% | $12,270-16.9% |