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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 | $7,430 | $77,901-90.5% | $149,717-95.0% | $75,181-90.1% |
| Participation rate | 50.6% | 65.6%-14.9pp | 78.8%-28.1pp | 67.2%-16.5pp |
| Annual return | 12.68% | 31.73%-19.0pp | 134.41%-121.7pp | 160.69%-148.0pp |
| Employer contribution / active EE | $303 | $3,137-90.3% | $4,820-93.7% | $2,671-88.6% |
| Participant deferral / active EE | $1,214 | $3,411-64.4% | $5,682-78.6% | $4,126-70.6% |
| Admin fee / account holder | $4,542 | $5,949-23.7% | $13,213-65.6% | $5,650-19.6% |