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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 | $11,129 | $154,209-92.8% | $130,062-91.4% | $139,487-92.0% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-23.0pp | 80.3%-24.8pp |
| Annual return | 8.09% | 32.52%-24.4pp | -137.37%+145.5pp | 373.84%-365.8pp |
| Employer contribution / active EE | $812 | $5,292-84.7% | $4,322-81.2% | $4,755-82.9% |
| Participant deferral / active EE | $2,318 | $6,709-65.5% | $5,821-60.2% | $6,713-65.5% |
| Admin fee / account holder | $38,095 | $13,988+172.3% | $10,601+259.4% | $11,407+234.0% |