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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 | $10,046 | $153,769-93.5% | $133,975-92.5% | $273,972-96.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 2.14% | 36.51%-34.4pp | 29.29%-27.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $379 | $6,029-93.7% | $5,211-92.7% | $4,869-92.2% |
| Participant deferral / active EE | $2,945 | $6,958-57.7% | $6,282-53.1% | $5,287-44.3% |
| Admin fee / account holder | $15,000 | $11,765+27.5% | $9,324+60.9% | $10,133+48.0% |