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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 | $10,243 | $124,330-91.8% | $109,173-90.6% | $167,536-93.9% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 5.52% | 26.04%-20.5pp | 25.75%-20.2pp | 478.82%-473.3pp |
| Employer contribution / active EE | $372 | $4,209-91.2% | $3,723-90.0% | $4,839-92.3% |
| Participant deferral / active EE | $4,046 | $5,256-23.0% | $4,654-13.1% | $6,342-36.2% |
| Admin fee / account holder | $1,220 | $7,974-84.7% | $6,755-81.9% | $12,315-90.1% |