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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 | $21,501 | $165,399-87.0% | $149,745-85.6% | $158,982-86.5% |
| Participation rate | 21.4% | 84.6%-63.1pp | 82.5%-61.1pp | 82.0%-60.5pp |
| Annual return | 3.23% | 348.34%-345.1pp | 276.72%-273.5pp | 302.99%-299.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,558 | $7,183-50.5% | $6,843-48.0% | $5,983-40.5% |
| Admin fee / account holder | $19,683 | $10,811+82.1% | $9,312+111.4% | $11,252+74.9% |