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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 | $16,794 | $157,276-89.3% | $141,177-88.1% | $152,885-89.0% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 12.17% | 64.33%-52.2pp | 71.40%-59.2pp | 345.39%-333.2pp |
| Employer contribution / active EE | $802 | $5,262-84.8% | $4,736-83.1% | $4,763-83.2% |
| Participant deferral / active EE | $5,221 | $7,110-26.6% | $6,710-22.2% | $5,851-10.8% |
| Admin fee / account holder | $146,623 | $12,123+1109.5% | $10,263+1328.6% | $11,598+1164.2% |