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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 | $3,465 | $226,135-98.5% | $182,558-98.1% | $152,909-97.7% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 3.70% | 192.60%-188.9pp | 148.59%-144.9pp | 345.46%-341.8pp |
| Employer contribution / active EE | $375 | $4,979-92.5% | $4,076-90.8% | $4,764-92.1% |
| Participant deferral / active EE | $1,608 | $6,371-74.8% | $5,526-70.9% | $5,851-72.5% |
| Admin fee / account holder | $311 | $10,707-97.1% | $8,594-96.4% | $11,601-97.3% |