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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 | $5,176 | $110,410-95.3% | $102,437-94.9% | $145,897-96.5% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 5.19% | 24.85%-19.7pp | 24.95%-19.8pp | 552.29%-547.1pp |
| Employer contribution / active EE | $814 | $4,217-80.7% | $3,871-79.0% | $4,663-82.5% |
| Participant deferral / active EE | $2,884 | $5,622-48.7% | $5,060-43.0% | $6,689-56.9% |
| Admin fee / account holder | $1,365 | $9,745-86.0% | $8,388-83.7% | $13,390-89.8% |