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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 | $7,878 | $160,070-95.1% | $147,117-94.6% | $145,897-94.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 4.60% | 98.69%-94.1pp | 420.54%-415.9pp | 552.29%-547.7pp |
| Employer contribution / active EE | $907 | $5,285-82.8% | $4,932-81.6% | $4,663-80.5% |
| Participant deferral / active EE | $2,843 | $8,419-66.2% | $8,065-64.7% | $6,689-57.5% |
| Admin fee / account holder | $17,519 | $15,035+16.5% | $12,993+34.8% | $13,390+30.8% |