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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 | $18,937 | $165,381-88.5% | $149,730-87.4% | $158,966-88.1% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 2.97% | 348.29%-345.3pp | 276.70%-273.7pp | 302.95%-300.0pp |
| Employer contribution / active EE | $271 | $5,104-94.7% | $4,645-94.2% | $4,762-94.3% |
| Participant deferral / active EE | $7,443 | $7,182+3.6% | $6,843+8.8% | $5,983+24.4% |
| Admin fee / account holder | $42,232 | $10,809+290.7% | $9,310+353.6% | $11,250+275.4% |