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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 | $31,922 | $198,457-83.9% | $170,435-81.3% | $147,586-78.4% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 8.04% | 257.30%-249.3pp | 205.94%-197.9pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,009 | $6,183-83.7% | $5,432-81.4% | $4,876-79.3% |
| Participant deferral / active EE | $3,333 | $5,629-40.8% | $4,939-32.5% | $5,439-38.7% |
| Admin fee / account holder | $1,732 | $16,852-89.7% | $13,881-87.5% | $10,886-84.1% |