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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 | $949 | $129,737-99.3% | $119,126-99.2% | $154,746-99.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 8.74% | 379.08%-370.3pp | 282.11%-273.4pp | 172.34%-163.6pp |
| Employer contribution / active EE | $859 | $4,375-80.4% | $4,034-78.7% | $4,379-80.4% |
| Participant deferral / active EE | $3,254 | $5,842-44.3% | $5,318-38.8% | $6,730-51.7% |
| Admin fee / account holder | $6,877 | $11,961-42.5% | $10,693-35.7% | $14,365-52.1% |