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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 | $6,214 | $172,111-96.4% | $150,298-95.9% | $137,256-95.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 4.09% | 69.37%-65.3pp | 62.79%-58.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $160 | $4,636-96.5% | $4,154-96.1% | $4,156-96.2% |
| Participant deferral / active EE | $2,000 | $6,166-67.6% | $5,453-63.3% | $6,407-68.8% |
| Admin fee / account holder | $67,331 | $16,471+308.8% | $14,116+377.0% | $12,270+448.7% |