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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 | $10,504 | $95,415-89.0% | $185,851-94.3% | $85,851-87.8% |
| Participation rate | 69.7% | 68.8%+0.9pp | 81.7%-12.0pp | 69.3%+0.4pp |
| Annual return | 9.86% | 23.59%-13.7pp | 122.11%-112.2pp | 318.63%-308.8pp |
| Employer contribution / active EE | $326 | $3,314-90.2% | $5,168-93.7% | $2,565-87.3% |
| Participant deferral / active EE | $1,753 | $3,424-48.8% | $5,569-68.5% | $3,952-55.6% |
| Admin fee / account holder | $3,475 | $7,215-51.8% | $16,245-78.6% | $6,261-44.5% |