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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 | $8,526 | $201,370-95.8% | $184,256-95.4% | $145,897-94.2% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | -2.42% | 29.05%-31.5pp | 28.85%-31.3pp | 552.29%-554.7pp |
| Employer contribution / active EE | $1,239 | $7,024-82.4% | $6,427-80.7% | $4,663-73.4% |
| Participant deferral / active EE | $4,884 | $9,808-50.2% | $9,133-46.5% | $6,689-27.0% |
| Admin fee / account holder | $28,804 | $16,364+76.0% | $13,899+107.2% | $13,390+115.1% |