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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 | $9,010 | $73,546-87.7% | $63,018-85.7% | $147,586-93.9% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.8%-19.8pp | 82.8%-27.8pp |
| Annual return | 6.99% | 175.56%-168.6pp | 87.62%-80.6pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $890 | $4,185-78.7% | $3,330-73.3% | $5,439-83.6% |
| Admin fee / account holder | $537 | $5,956-91.0% | $3,601-85.1% | $10,886-95.1% |