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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 | $10,843 | $99,652-89.1% | $78,778-86.2% | $147,585-92.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 6.05% | 47.28%-41.2pp | 35.62%-29.6pp | 578.58%-572.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,711 | $3,664-53.3% | $2,958-42.2% | $5,439-68.5% |
| Admin fee / account holder | $20,139 | $7,155+181.5% | $5,134+292.3% | $10,886+85.0% |