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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 | $10,357 | $156,398-93.4% | $147,318-93.0% | $138,895-92.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | -5.45% | 78.75%-84.2pp | 70.43%-75.9pp | 145.39%-150.8pp |
| Employer contribution / active EE | $559 | $4,853-88.5% | $4,593-87.8% | $4,194-86.7% |
| Participant deferral / active EE | $2,818 | $8,237-65.8% | $7,906-64.4% | $6,396-55.9% |
| Admin fee / account holder | $1,689 | $14,976-88.7% | $13,708-87.7% | $12,562-86.6% |