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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 | $10,309 | $107,363-90.4% | $92,909-88.9% | $152,897-93.3% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 11.94% | 145.63%-133.7pp | 109.44%-97.5pp | 345.43%-333.5pp |
| Employer contribution / active EE | $454 | $4,222-89.2% | $3,653-87.6% | $4,764-90.5% |
| Participant deferral / active EE | $1,391 | $4,848-71.3% | $4,238-67.2% | $5,851-76.2% |
| Admin fee / account holder | $69,708 | $7,082+884.4% | $5,795+1102.9% | $11,599+501.0% |