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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 | $12,962 | $148,582-91.3% | $135,942-90.5% | $139,456-90.7% |
| Participation rate | 31.6% | 83.9%-52.3pp | 81.9%-50.3pp | 80.3%-48.7pp |
| Annual return | 8.48% | 79.26%-70.8pp | 68.28%-59.8pp | 373.45%-365.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,086 | $8,101-61.9% | $7,759-60.2% | $6,711-54.0% |
| Admin fee / account holder | $9,884 | $12,402-20.3% | $10,764-8.2% | $11,407-13.4% |