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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 | $10,286 | $110,379-90.7% | $102,412-90.0% | $145,884-92.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 6.48% | 24.84%-18.4pp | 24.94%-18.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $425 | $4,216-89.9% | $3,870-89.0% | $4,662-90.9% |
| Participant deferral / active EE | $2,296 | $5,622-59.2% | $5,060-54.6% | $6,690-65.7% |
| Admin fee / account holder | $3,924 | $9,745-59.7% | $8,388-53.2% | $13,392-70.7% |