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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 | $9,861 | $112,121-91.2% | $95,960-89.7% | $158,966-93.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 1.67% | 171.16%-169.5pp | 91.63%-90.0pp | 302.95%-301.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,186 | $4,784-54.3% | $4,167-47.5% | $5,983-63.5% |
| Admin fee / account holder | $7,481 | $10,135-26.2% | $6,797+10.1% | $11,250-33.5% |