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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 | $6,726 | $181,898-96.3% | $156,552-95.7% | $273,970-97.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -0.16% | 30.74%-30.9pp | 32.23%-32.4pp | 41.46%-41.6pp |
| Employer contribution / active EE | $954 | $6,248-84.7% | $5,501-82.7% | $4,869-80.4% |
| Participant deferral / active EE | $2,794 | $5,550-49.7% | $4,871-42.6% | $5,287-47.1% |
| Admin fee / account holder | $5,716 | $15,560-63.3% | $13,028-56.1% | $10,132-43.6% |