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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 | $13,897 | $132,634-89.5% | $115,768-88.0% | $137,256-89.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 5.04% | 160.70%-155.7pp | 100.46%-95.4pp | 220.34%-215.3pp |
| Employer contribution / active EE | $574 | $3,360-82.9% | $2,940-80.5% | $4,156-86.2% |
| Participant deferral / active EE | $2,667 | $5,619-52.5% | $4,917-45.8% | $6,407-58.4% |
| Admin fee / account holder | $3,078 | $15,028-79.5% | $12,439-75.3% | $12,270-74.9% |