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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 | $10,833 | $166,131-93.5% | $164,975-93.4% | $145,877-92.6% |
| Participation rate | 29.2% | 82.0%-52.8pp | 78.6%-49.4pp | 80.3%-51.1pp |
| Annual return | 6.48% | 100.37%-93.9pp | 70.12%-63.6pp | 551.28%-544.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,103 | $6,962-55.4% | $6,033-48.6% | $6,691-53.6% |
| Admin fee / account holder | $5,010 | $16,648-69.9% | $12,688-60.5% | $13,402-62.6% |