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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 | $7,939 | $148,623-94.7% | $135,974-94.2% | $139,466-94.3% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 5.76% | 79.30%-73.5pp | 68.30%-62.5pp | 373.66%-367.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,983 | $8,103-38.5% | $7,760-35.8% | $6,712-25.8% |
| Admin fee / account holder | $916 | $12,406-92.6% | $10,767-91.5% | $11,409-92.0% |