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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 | $9,104 | $156,398-94.2% | $147,318-93.8% | $138,895-93.4% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | -0.93% | 78.75%-79.7pp | 70.43%-71.4pp | 145.39%-146.3pp |
| Employer contribution / active EE | $662 | $4,853-86.4% | $4,593-85.6% | $4,194-84.2% |
| Participant deferral / active EE | $3,587 | $8,237-56.5% | $7,906-54.6% | $6,396-43.9% |
| Admin fee / account holder | $15,318 | $14,976+2.3% | $13,708+11.7% | $12,562+21.9% |