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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 | $12,100 | $184,000-93.4% | $162,185-92.5% | $152,909-92.1% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.6%-26.0pp | 82.5%-20.9pp |
| Annual return | 8.43% | 150.80%-142.4pp | 115.61%-107.2pp | 345.46%-337.0pp |
| Employer contribution / active EE | $1,273 | $6,370-80.0% | $5,613-77.3% | $4,764-73.3% |
| Participant deferral / active EE | $3,240 | $8,033-59.7% | $7,297-55.6% | $5,851-44.6% |
| Admin fee / account holder | $879 | $13,124-93.3% | $10,844-91.9% | $11,601-92.4% |