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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 | $9,367 | $124,346-92.5% | $111,308-91.6% | $167,536-94.4% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 6.52% | 37.45%-30.9pp | 54.67%-48.1pp | 478.82%-472.3pp |
| Employer contribution / active EE | $333 | $3,437-90.3% | $2,732-87.8% | $4,839-93.1% |
| Participant deferral / active EE | $2,327 | $5,182-55.1% | $4,487-48.2% | $6,342-63.3% |
| Admin fee / account holder | $9,369 | $10,621-11.8% | $7,965+17.6% | $12,315-23.9% |