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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 | $7,742 | $154,228-95.0% | $145,433-94.7% | $137,256-94.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 3.46% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.9pp |
| Employer contribution / active EE | $624 | $4,804-87.0% | $4,554-86.3% | $4,156-85.0% |
| Participant deferral / active EE | $6,870 | $8,216-16.4% | $7,897-13.0% | $6,407+7.2% |
| Admin fee / account holder | $18,808 | $14,344+31.1% | $13,129+43.3% | $12,270+53.3% |