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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 | $19,072 | $254,759-92.5% | $216,567-91.2% | $198,609-90.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | -0.11% | 10.04%-10.2pp | 12.94%-13.1pp | 202.70%-202.8pp |
| Employer contribution / active EE | $604 | $6,096-90.1% | $5,216-88.4% | $5,055-88.1% |
| Participant deferral / active EE | $8,170 | $6,948+17.6% | $6,191+32.0% | $6,977+17.1% |
| Admin fee / account holder | $101,478 | $26,311+285.7% | $21,981+361.7% | $19,030+433.2% |