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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 | $16,403 | $175,259-90.6% | $149,723-89.0% | $139,487-88.2% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 6.80% | 166.82%-160.0pp | 134.50%-127.7pp | 373.84%-367.0pp |
| Employer contribution / active EE | $919 | $5,478-83.2% | $4,821-80.9% | $4,755-80.7% |
| Participant deferral / active EE | $2,574 | $6,522-60.5% | $5,682-54.7% | $6,713-61.7% |
| Admin fee / account holder | $147,585 | $16,158+813.4% | $13,215+1016.8% | $11,407+1193.8% |