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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 | $9,758 | $93,617-89.6% | $135,982-92.8% | $75,177-87.0% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 12.48% | 30.89%-18.4pp | 68.32%-55.8pp | 160.75%-148.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,165 | $6,406-35.0% | $7,760-46.3% | $4,126+0.9% |
| Admin fee / account holder | $3,874 | $6,980-44.5% | $10,767-64.0% | $5,651-31.5% |