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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 | $19,596 | $107,079-81.7% | $151,266-87.0% | $87,485-77.6% |
| Participation rate | 51.7% | 71.1%-19.4pp | 77.0%-25.3pp | 68.9%-17.2pp |
| Annual return | 12.29% | 22.17%-9.9pp | 180.60%-168.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $4 | $3,174-99.9% | $4,237-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,651 | $5,789-54.2% | $7,337-63.9% | $4,274-38.0% |
| Admin fee / account holder | $10,495 | $8,059+30.2% | $13,159-20.2% | $7,775+35.0% |