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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 | $10,241 | $181,896-94.4% | $156,551-93.5% | $273,972-96.3% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 0.10% | 30.74%-30.6pp | 32.23%-32.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $821 | $6,248-86.9% | $5,501-85.1% | $4,869-83.1% |
| Participant deferral / active EE | $1,958 | $5,550-64.7% | $4,871-59.8% | $5,287-63.0% |
| Admin fee / account holder | $2,585 | $15,560-83.4% | $13,028-80.2% | $10,133-74.5% |