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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 | $14,756 | $211,288-93.0% | $178,540-91.7% | $145,884-89.9% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 2.56% | 30.27%-27.7pp | 27.15%-24.6pp | 551.85%-549.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,648 | $6,967-33.3% | $6,281-26.0% | $6,690-30.5% |
| Admin fee / account holder | $2,300 | $12,105-81.0% | $10,424-77.9% | $13,392-82.8% |