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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 | $11,054 | $183,592-94.0% | $155,574-92.9% | $145,877-92.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 1.46% | 61.37%-59.9pp | 64.87%-63.4pp | 551.28%-549.8pp |
| Employer contribution / active EE | $323 | $5,317-93.9% | $4,676-93.1% | $4,663-93.1% |
| Participant deferral / active EE | $7,257 | $6,466+12.2% | $5,629+28.9% | $6,691+8.5% |
| Admin fee / account holder | $97,621 | $19,316+405.4% | $15,914+513.4% | $13,402+628.4% |