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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 | $5,914 | $150,446-96.1% | $136,297-95.7% | $147,585-96.0% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 5.99% | 1049.14%-1043.2pp | 5156.19%-5150.2pp | 578.58%-572.6pp |
| Employer contribution / active EE | $227 | $5,256-95.7% | $4,696-95.2% | $4,876-95.3% |
| Participant deferral / active EE | $2,171 | $6,631-67.3% | $6,247-65.2% | $5,439-60.1% |
| Admin fee / account holder | $13,831 | $10,906+26.8% | $9,244+49.6% | $10,886+27.1% |