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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 | $19,901 | $166,131-88.0% | $164,975-87.9% | $145,877-86.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.03% | 100.37%-93.3pp | 70.12%-63.1pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,062 | $5,276-79.9% | $4,343-75.5% | $4,663-77.2% |
| Participant deferral / active EE | $3,012 | $6,962-56.7% | $6,033-50.1% | $6,691-55.0% |
| Admin fee / account holder | $13,047 | $16,648-21.6% | $12,688+2.8% | $13,402-2.7% |