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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 | $10,842 | $162,136-93.3% | $152,301-92.9% | $154,746-93.0% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 8.65% | 91.02%-82.4pp | 80.50%-71.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,671 | $8,341-44.0% | $8,004-41.6% | $6,730-30.6% |
| Admin fee / account holder | $1,446 | $15,759-90.8% | $14,398-90.0% | $14,365-89.9% |