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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 | $17,564 | $162,136-89.2% | $152,301-88.5% | $154,746-88.6% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 4.33% | 91.02%-86.7pp | 80.50%-76.2pp | 172.34%-168.0pp |
| Employer contribution / active EE | $877 | $4,890-82.1% | $4,624-81.0% | $4,379-80.0% |
| Participant deferral / active EE | $4,295 | $8,341-48.5% | $8,004-46.3% | $6,730-36.2% |
| Admin fee / account holder | $1,286 | $15,759-91.8% | $14,398-91.1% | $14,365-91.0% |