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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 | $10,235 | $95,383-89.3% | $185,837-94.5% | $85,856-88.1% |
| Participation rate | 54.2% | 68.8%-14.5pp | 81.7%-27.5pp | 69.3%-15.1pp |
| Annual return | 10.03% | 23.59%-13.6pp | 122.08%-112.0pp | 318.58%-308.6pp |
| Employer contribution / active EE | $15 | $3,313-99.6% | $5,168-99.7% | $2,565-99.4% |
| Participant deferral / active EE | $1,263 | $3,423-63.1% | $5,568-77.3% | $3,952-68.0% |
| Admin fee / account holder | $1,637 | $7,213-77.3% | $16,241-89.9% | $6,261-73.9% |