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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 | $185,312-96.6% | $161,489-96.2% | $154,746-96.0% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 4.09% | 103.84%-99.8pp | 89.72%-85.6pp | 172.34%-168.3pp |
| Employer contribution / active EE | $160 | $4,769-96.6% | $4,268-96.3% | $4,379-96.3% |
| Participant deferral / active EE | $2,000 | $6,350-68.5% | $5,630-64.5% | $6,730-70.3% |
| Admin fee / account holder | $67,331 | $18,654+260.9% | $16,006+320.7% | $14,365+368.7% |