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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 | $17,460 | $124,346-86.0% | $111,308-84.3% | $167,536-89.6% |
| Participation rate | 61.9% | 79.6%-17.7pp | 77.3%-15.4pp | 82.1%-20.2pp |
| Annual return | 6.81% | 37.45%-30.6pp | 54.67%-47.9pp | 478.82%-472.0pp |
| Employer contribution / active EE | $166 | $3,437-95.2% | $2,732-93.9% | $4,839-96.6% |
| Participant deferral / active EE | $1,963 | $5,182-62.1% | $4,487-56.3% | $6,342-69.0% |
| Admin fee / account holder | $7,181 | $10,621-32.4% | $7,965-9.8% | $12,315-41.7% |