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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 | $12,531 | $124,980-90.0% | $108,359-88.4% | $154,746-91.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 1.77% | 45.00%-43.2pp | 36.89%-35.1pp | 172.34%-170.6pp |
| Employer contribution / active EE | $132 | $2,851-95.4% | $2,399-94.5% | $4,379-97.0% |
| Participant deferral / active EE | $1,810 | $4,743-61.8% | $4,137-56.3% | $6,730-73.1% |
| Admin fee / account holder | $42,675 | $11,502+271.0% | $9,741+338.1% | $14,365+197.1% |