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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 | $13,921 | $183,516-92.4% | $155,534-91.0% | $145,884-90.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.14% | 61.43%-54.3pp | 64.92%-57.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $853 | $5,315-84.0% | $4,675-81.8% | $4,662-81.7% |
| Participant deferral / active EE | $2,036 | $6,467-68.5% | $5,630-63.8% | $6,690-69.6% |
| Admin fee / account holder | $2,171 | $19,293-88.7% | $15,900-86.3% | $13,392-83.8% |