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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 | $14,628 | $211,288-93.1% | $178,540-91.8% | $145,884-90.0% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 4.43% | 30.27%-25.8pp | 27.15%-22.7pp | 551.85%-547.4pp |
| Employer contribution / active EE | $393 | $4,574-91.4% | $3,953-90.1% | $4,662-91.6% |
| Participant deferral / active EE | $2,673 | $6,967-61.6% | $6,281-57.4% | $6,690-60.0% |
| Admin fee / account holder | $5,548 | $12,105-54.2% | $10,424-46.8% | $13,392-58.6% |