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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 | $7,379 | $125,184-94.1% | $105,607-93.0% | $145,884-94.9% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 1.99% | 225.00%-223.0pp | 116.11%-114.1pp | 551.85%-549.9pp |
| Employer contribution / active EE | $334 | $3,720-91.0% | $3,167-89.4% | $4,662-92.8% |
| Participant deferral / active EE | $2,430 | $5,714-57.5% | $5,011-51.5% | $6,690-63.7% |
| Admin fee / account holder | $11,513 | $17,133-32.8% | $10,958+5.1% | $13,392-14.0% |