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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 | $11,470 | $105,145-89.1% | $94,664-87.9% | $139,466-91.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 9.05% | 38.09%-29.0pp | 156.84%-147.8pp | 373.66%-364.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,024 | $7,599-60.2% | $7,417-59.2% | $6,712-54.9% |
| Admin fee / account holder | $37,241 | $8,972+315.1% | $7,222+415.7% | $11,409+226.4% |