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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 | $9,058 | $106,247-91.5% | $96,515-90.6% | $139,466-93.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 8.29% | 38.47%-30.2pp | 35.73%-27.4pp | 373.66%-365.4pp |
| Employer contribution / active EE | $731 | $4,106-82.2% | $3,740-80.4% | $4,754-84.6% |
| Participant deferral / active EE | $2,631 | $5,456-51.8% | $4,880-46.1% | $6,712-60.8% |
| Admin fee / account holder | $868 | $7,885-89.0% | $6,735-87.1% | $11,409-92.4% |