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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 | $154,145-92.8% | $130,014-91.4% | $139,427-92.0% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 8.09% | 32.49%-24.4pp | -137.22%+145.3pp | 373.27%-365.2pp |
| Employer contribution / active EE | $812 | $5,290-84.7% | $4,320-81.2% | $4,752-82.9% |
| Participant deferral / active EE | $2,318 | $6,711-65.5% | $5,821-60.2% | $6,711-65.5% |
| Admin fee / account holder | $38,095 | $14,009+171.9% | $10,616+258.9% | $11,404+234.0% |