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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 | $18,050 | $150,197-88.0% | $120,368-85.0% | $145,959-87.6% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 0.97% | 154.26%-153.3pp | 107.26%-106.3pp | 561.95%-561.0pp |
| Employer contribution / active EE | $311 | $4,350-92.9% | $3,465-91.0% | $4,661-93.3% |
| Participant deferral / active EE | $3,917 | $6,174-36.6% | $4,991-21.5% | $6,689-41.4% |
| Admin fee / account holder | $1,322 | $12,216-89.2% | $9,429-86.0% | $13,398-90.1% |