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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 | $9,214 | $110,379-91.7% | $102,412-91.0% | $145,884-93.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.55% | 24.84%-19.3pp | 24.94%-19.4pp | 551.85%-546.3pp |
| Employer contribution / active EE | $806 | $4,216-80.9% | $3,870-79.2% | $4,662-82.7% |
| Participant deferral / active EE | $1,671 | $5,622-70.3% | $5,060-67.0% | $6,690-75.0% |
| Admin fee / account holder | $42,920 | $9,745+340.4% | $8,388+411.7% | $13,392+220.5% |