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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 | $9,468 | $57,305-83.5% | $86,640-89.1% | $75,173-87.4% |
| Participation rate | 27.8% | 63.2%-35.4pp | 71.7%-43.9pp | 67.2%-39.4pp |
| Annual return | 9.97% | 2674.24%-2664.3pp | 592.52%-582.5pp | 160.72%-150.7pp |
| Employer contribution / active EE | $105 | $2,316-95.5% | $3,024-96.5% | $2,671-96.1% |
| Participant deferral / active EE | $1,249 | $3,320-62.4% | $4,438-71.9% | $4,126-69.7% |
| Admin fee / account holder | $447 | $4,116-89.1% | $5,616-92.0% | $5,651-92.1% |