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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 | $12,023 | $155,555-92.3% | $146,866-91.8% | $155,188-92.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 9.15% | 115.41%-106.3pp | 102.85%-93.7pp | 148.84%-139.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,116 | $8,044-48.8% | $7,759-47.0% | $6,531-37.0% |
| Admin fee / account holder | $4,119 | $14,755-72.1% | $13,620-69.8% | $14,480-71.6% |