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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 | $9,093 | $174,379-94.8% | $152,093-94.0% | $138,895-93.5% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 9.43% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $869 | $4,652-81.3% | $4,175-79.2% | $4,194-79.3% |
| Participant deferral / active EE | $2,970 | $6,159-51.8% | $5,451-45.5% | $6,396-53.6% |
| Admin fee / account holder | $14,159 | $16,880-16.1% | $14,497-2.3% | $12,562+12.7% |