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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 | $11,559 | $99,011-88.3% | $86,582-86.7% | $147,586-92.2% |
| Participation rate | 26.7% | 76.3%-49.7pp | 73.5%-46.9pp | 82.8%-56.2pp |
| Annual return | 6.10% | 1312.75%-1306.6pp | 965.08%-959.0pp | 578.59%-572.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,558 | $3,972-60.8% | $3,609-56.8% | $5,439-71.4% |
| Admin fee / account holder | $1,016 | $5,709-82.2% | $4,904-79.3% | $10,886-90.7% |