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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 | $16,476 | $160,028-89.7% | $147,080-88.8% | $145,884-88.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.21% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.6pp |
| Employer contribution / active EE | $669 | $5,286-87.3% | $4,933-86.4% | $4,662-85.6% |
| Participant deferral / active EE | $3,449 | $8,422-59.0% | $8,066-57.2% | $6,690-48.4% |
| Admin fee / account holder | $51,910 | $15,030+245.4% | $12,989+299.6% | $13,392+287.6% |