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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 | $9,697 | $148,623-93.5% | $135,974-92.9% | $139,466-93.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 7.88% | 79.30%-71.4pp | 68.30%-60.4pp | 373.66%-365.8pp |
| Employer contribution / active EE | $753 | $5,246-85.7% | $4,859-84.5% | $4,754-84.2% |
| Participant deferral / active EE | $2,702 | $8,103-66.7% | $7,760-65.2% | $6,712-59.7% |
| Admin fee / account holder | $1,114 | $12,406-91.0% | $10,767-89.7% | $11,409-90.2% |