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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 | $8,745 | $185,312-95.3% | $161,489-94.6% | $154,746-94.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 3.08% | 103.84%-100.8pp | 89.72%-86.6pp | 172.34%-169.3pp |
| Employer contribution / active EE | $808 | $4,769-83.1% | $4,268-81.1% | $4,379-81.6% |
| Participant deferral / active EE | $4,858 | $6,350-23.5% | $5,630-13.7% | $6,730-27.8% |
| Admin fee / account holder | $36,240 | $18,654+94.3% | $16,006+126.4% | $14,365+152.3% |