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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 | $9,851 | $185,883-94.7% | $170,043-94.2% | $139,466-92.9% |
| Participation rate | 35.7% | 87.8%-52.0pp | 87.0%-51.3pp | 80.3%-44.6pp |
| Annual return | 3.42% | 60.54%-57.1pp | 53.40%-50.0pp | 373.66%-370.2pp |
| Employer contribution / active EE | $578 | $7,596-92.4% | $6,790-91.5% | $4,754-87.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,726 | $15,393-82.3% | $12,824-78.7% | $11,409-76.1% |