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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 | $199,109-90.4% | $173,730-89.0% | $154,746-87.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | -0.11% | 20.02%-20.1pp | 19.96%-20.1pp | 172.34%-172.4pp |
| Employer contribution / active EE | $604 | $5,311-88.6% | $4,577-86.8% | $4,379-86.2% |
| Participant deferral / active EE | $8,170 | $7,113+14.9% | $6,326+29.1% | $6,730+21.4% |
| Admin fee / account holder | $101,478 | $20,916+385.2% | $17,523+479.1% | $14,365+606.4% |