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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 | $10,348 | $135,956-92.4% | $123,894-91.6% | $273,972-96.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -8.99% | 56.63%-65.6pp | 47.52%-56.5pp | 41.46%-50.4pp |
| Employer contribution / active EE | $525 | $5,170-89.9% | $4,617-88.6% | $4,869-89.2% |
| Participant deferral / active EE | $3,159 | $6,343-50.2% | $5,984-47.2% | $5,287-40.2% |
| Admin fee / account holder | $1,071 | $9,817-89.1% | $8,357-87.2% | $10,133-89.4% |