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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 | $5,614 | $183,539-96.9% | $155,556-96.4% | $145,897-96.2% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 5.37% | 61.31%-55.9pp | 64.84%-59.5pp | 552.29%-546.9pp |
| Employer contribution / active EE | $849 | $5,315-84.0% | $4,675-81.8% | $4,663-81.8% |
| Participant deferral / active EE | $2,589 | $6,467-60.0% | $5,631-54.0% | $6,689-61.3% |
| Admin fee / account holder | $11,646 | $19,275-39.6% | $15,885-26.7% | $13,390-13.0% |