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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 | $9,730 | $209,336-95.4% | $197,124-95.1% | $137,256-92.9% |
| Participation rate | 28.6% | 87.3%-58.7pp | 86.7%-58.1pp | 80.0%-51.4pp |
| Annual return | -2.24% | 48.09%-50.3pp | 44.34%-46.6pp | 220.34%-222.6pp |
| Employer contribution / active EE | $835 | $6,591-87.3% | $6,227-86.6% | $4,156-79.9% |
| Participant deferral / active EE | $4,662 | $9,614-51.5% | $9,135-49.0% | $6,407-27.2% |
| Admin fee / account holder | $47,973 | $17,308+177.2% | $16,298+194.3% | $12,270+291.0% |