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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 | $3,647 | $202,440-98.2% | $169,390-97.8% | $139,466-97.4% |
| Participation rate | 58.3% | 81.1%-22.8pp | 77.2%-18.8pp | 80.3%-22.0pp |
| Annual return | 7.57% | 532.36%-524.8pp | 406.07%-398.5pp | 373.66%-366.1pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,577 | $6,940-77.3% | $6,222-74.7% | $6,712-76.5% |
| Admin fee / account holder | $4,411 | $10,722-58.9% | $9,015-51.1% | $11,409-61.3% |