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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 | $17,315 | $91,559-81.1% | $133,971-87.1% | $79,852-78.3% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 0.81% | 61.85%-61.0pp | 45.09%-44.3pp | 31.72%-30.9pp |
| Employer contribution / active EE | $467 | $2,384-80.4% | $3,919-88.1% | $2,471-81.1% |
| Participant deferral / active EE | $1,906 | $3,734-49.0% | $5,047-62.2% | $3,740-49.1% |
| Admin fee / account holder | $8,024 | $6,321+26.9% | $8,929-10.1% | $5,306+51.2% |