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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 | $2,639 | $185,312-98.6% | $161,489-98.4% | $154,746-98.3% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.7%-62.0pp | 80.7%-64.0pp |
| Annual return | 3.80% | 103.84%-100.0pp | 89.72%-85.9pp | 172.34%-168.5pp |
| Employer contribution / active EE | $533 | $4,769-88.8% | $4,268-87.5% | $4,379-87.8% |
| Participant deferral / active EE | $4,843 | $6,350-23.7% | $5,630-14.0% | $6,730-28.0% |
| Admin fee / account holder | $35,950 | $18,654+92.7% | $16,006+124.6% | $14,365+150.3% |