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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 | $6,014 | $154,228-96.1% | $145,433-95.9% | $137,256-95.6% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 80.0%-52.7pp |
| Annual return | 11.81% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $802 | $4,804-83.3% | $4,554-82.4% | $4,156-80.7% |
| Participant deferral / active EE | $5,993 | $8,216-27.1% | $7,897-24.1% | $6,407-6.5% |
| Admin fee / account holder | $435,998 | $14,344+2939.7% | $13,129+3220.9% | $12,270+3453.3% |