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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 | $10,438 | $73,546-85.8% | $63,018-83.4% | $147,586-92.9% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.8%-33.6pp | 82.8%-41.7pp |
| Annual return | 7.99% | 175.56%-167.6pp | 87.62%-79.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $143 | $3,324-95.7% | $2,761-94.8% | $4,876-97.1% |
| Participant deferral / active EE | $728 | $4,185-82.6% | $3,330-78.1% | $5,439-86.6% |
| Admin fee / account holder | $7,664 | $5,956+28.7% | $3,601+112.8% | $10,886-29.6% |