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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 | $9,827 | $121,677-91.9% | $104,625-90.6% | $158,966-93.8% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 0.68% | 465.58%-464.9pp | 340.60%-339.9pp | 302.95%-302.3pp |
| Employer contribution / active EE | $41 | $3,165-98.7% | $2,681-98.5% | $4,762-99.1% |
| Participant deferral / active EE | $3,158 | $4,175-24.4% | $3,738-15.5% | $5,983-47.2% |
| Admin fee / account holder | $2,343 | $7,777-69.9% | $6,465-63.8% | $11,250-79.2% |