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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 | $6,067 | $180,749-96.6% | $160,784-96.2% | $137,256-95.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 5.17% | 2234.46%-2229.3pp | 1803.92%-1798.8pp | 220.34%-215.2pp |
| Employer contribution / active EE | $96 | $4,155-97.7% | $3,733-97.4% | $4,156-97.7% |
| Participant deferral / active EE | $1,739 | $6,844-74.6% | $6,293-72.4% | $6,407-72.9% |
| Admin fee / account holder | $6,401 | $10,397-38.4% | $9,717-34.1% | $12,270-47.8% |