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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 | $4,766 | $174,379-97.3% | $152,093-96.9% | $138,895-96.6% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 3.55% | 74.86%-71.3pp | 66.36%-62.8pp | 145.39%-141.8pp |
| Employer contribution / active EE | $628 | $4,652-86.5% | $4,175-85.0% | $4,194-85.0% |
| Participant deferral / active EE | $2,070 | $6,159-66.4% | $5,451-62.0% | $6,396-67.6% |
| Admin fee / account holder | $17,185 | $16,880+1.8% | $14,497+18.5% | $12,562+36.8% |