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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 | $9,610 | $223,823-95.7% | $211,142-95.4% | $154,746-93.8% |
| Participation rate | 63.6% | 87.9%-24.2pp | 87.3%-23.7pp | 80.7%-17.1pp |
| Annual return | -4.34% | 50.39%-54.7pp | 46.84%-51.2pp | 172.34%-176.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,357 | $9,750-55.3% | $9,284-53.1% | $6,730-35.3% |
| Admin fee / account holder | $1,245 | $19,707-93.7% | $19,076-93.5% | $14,365-91.3% |