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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 | $9,386 | $155,555-94.0% | $146,866-93.6% | $155,188-94.0% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.5%-21.0pp | 80.8%-19.3pp |
| Annual return | 10.57% | 115.41%-104.8pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,607 | $8,044-42.7% | $7,759-40.6% | $6,531-29.5% |
| Admin fee / account holder | $4,918 | $14,755-66.7% | $13,620-63.9% | $14,480-66.0% |