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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 | $17,851 | $157,304-88.7% | $141,197-87.4% | $152,909-88.3% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.5%-46.1pp |
| Annual return | 12.38% | 64.34%-52.0pp | 71.41%-59.0pp | 345.46%-333.1pp |
| Employer contribution / active EE | $545 | $5,263-89.6% | $4,736-88.5% | $4,764-88.6% |
| Participant deferral / active EE | $2,511 | $7,111-64.7% | $6,710-62.6% | $5,851-57.1% |
| Admin fee / account holder | $1,248 | $12,126-89.7% | $10,265-87.8% | $11,601-89.2% |