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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 | $18,802 | $227,291-91.7% | $214,702-91.2% | $155,188-87.9% |
| Participation rate | 68.4% | 88.0%-19.6pp | 87.5%-19.0pp | 80.8%-12.4pp |
| Annual return | 1.41% | 60.08%-58.7pp | 54.55%-53.1pp | 148.84%-147.4pp |
| Employer contribution / active EE | $982 | $6,772-85.5% | $6,461-84.8% | $4,248-76.9% |
| Participant deferral / active EE | $4,632 | $9,582-51.7% | $9,147-49.4% | $6,531-29.1% |
| Admin fee / account holder | $1,823 | $20,413-91.1% | $19,830-90.8% | $14,480-87.4% |