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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 | $6,342 | $201,264-96.8% | $184,185-96.6% | $145,978-95.7% |
| Participation rate | 52.6% | 87.5%-34.9pp | 86.8%-34.2pp | 80.3%-27.7pp |
| Annual return | 3.91% | 29.00%-25.1pp | 28.81%-24.9pp | 550.52%-546.6pp |
| Employer contribution / active EE | $369 | $7,021-94.7% | $6,426-94.3% | $4,662-92.1% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,285 | $16,376-79.9% | $13,909-76.4% | $13,400-75.5% |