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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 | $10,622 | $110,379-90.4% | $102,412-89.6% | $145,884-92.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 2.31% | 24.84%-22.5pp | 24.94%-22.6pp | 551.85%-549.5pp |
| Employer contribution / active EE | $313 | $4,216-92.6% | $3,870-91.9% | $4,662-93.3% |
| Participant deferral / active EE | $2,811 | $5,622-50.0% | $5,060-44.5% | $6,690-58.0% |
| Admin fee / account holder | $17,129 | $9,745+75.8% | $8,388+104.2% | $13,392+27.9% |