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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 | $9,251 | $209,422-95.6% | $178,503-94.8% | $158,982-94.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 2.04% | 188.81%-186.8pp | 151.12%-149.1pp | 302.99%-301.0pp |
| Employer contribution / active EE | $559 | $5,707-90.2% | $5,011-88.8% | $4,763-88.3% |
| Participant deferral / active EE | $2,031 | $5,955-65.9% | $5,202-61.0% | $5,983-66.1% |
| Admin fee / account holder | $23,615 | $17,079+38.3% | $13,987+68.8% | $11,252+109.9% |