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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 | $9,524 | $81,504-88.3% | $102,437-90.7% | $80,959-88.2% |
| Participation rate | 64.9% | 66.9%-2.0pp | 74.5%-9.6pp | 67.7%-2.8pp |
| Annual return | 7.61% | 25.60%-18.0pp | 24.95%-17.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,724 | $3,871-55.5% | $5,060-65.9% | $4,300-59.9% |
| Admin fee / account holder | $1,660 | $6,719-75.3% | $8,388-80.2% | $6,925-76.0% |