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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 | $10,928 | $89,259-87.8% | $107,187-89.8% | $82,637-86.8% |
| Participation rate | 65.8% | 67.9%-2.1pp | 75.0%-9.2pp | 68.1%-2.3pp |
| Annual return | 12.27% | 21.02%-8.8pp | 204.55%-192.3pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,907 | $4,037-52.8% | $5,096-62.6% | $4,126-53.8% |
| Admin fee / account holder | $447 | $7,381-93.9% | $9,162-95.1% | $7,339-93.9% |