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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 | $14,426 | $154,228-90.6% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 5.01% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,789 | $8,216-17.4% | $7,897-14.0% | $6,407+6.0% |
| Admin fee / account holder | $7,030 | $14,344-51.0% | $13,129-46.5% | $12,270-42.7% |