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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 | $8,977 | $165,361-94.6% | $149,715-94.0% | $158,950-94.4% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 4.79% | 348.24%-343.4pp | 276.66%-271.9pp | 302.91%-298.1pp |
| Employer contribution / active EE | $456 | $5,103-91.1% | $4,645-90.2% | $4,762-90.4% |
| Participant deferral / active EE | $4,709 | $7,182-34.4% | $6,842-31.2% | $5,983-21.3% |
| Admin fee / account holder | $15,124 | $10,808+39.9% | $9,310+62.5% | $11,248+34.5% |