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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 | $8,539 | $175,212-95.1% | $149,682-94.3% | $139,427-93.9% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 9.70% | 166.63%-156.9pp | 134.35%-124.7pp | 373.27%-363.6pp |
| Employer contribution / active EE | $712 | $5,475-87.0% | $4,818-85.2% | $4,752-85.0% |
| Participant deferral / active EE | $2,930 | $6,520-55.1% | $5,681-48.4% | $6,711-56.3% |
| Admin fee / account holder | $17,141 | $16,150+6.1% | $13,210+29.8% | $11,404+50.3% |