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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 | $10,128 | $183,627-94.5% | $155,602-93.5% | $145,978-93.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.47% | 61.32%-53.8pp | 64.81%-57.3pp | 550.52%-543.0pp |
| Employer contribution / active EE | $654 | $5,316-87.7% | $4,675-86.0% | $4,662-86.0% |
| Participant deferral / active EE | $1,850 | $6,466-71.4% | $5,629-67.1% | $6,690-72.4% |
| Admin fee / account holder | $15,042 | $19,327-22.2% | $15,923-5.5% | $13,400+12.2% |