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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 | $8,043 | $110,337-92.7% | $102,383-92.1% | $145,877-94.5% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 1.69% | 24.83%-23.1pp | 24.94%-23.2pp | 551.28%-549.6pp |
| Employer contribution / active EE | $672 | $4,216-84.1% | $3,870-82.6% | $4,663-85.6% |
| Participant deferral / active EE | $2,095 | $5,621-62.7% | $5,060-58.6% | $6,691-68.7% |
| Admin fee / account holder | $123,877 | $9,750+1170.6% | $8,391+1376.2% | $13,402+824.3% |