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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 | $20,783 | $85,766-75.8% | $136,298-84.8% | $70,126-70.4% |
| Participation rate | 56.1% | 74.2%-18.1pp | 81.9%-25.8pp | 69.5%-13.4pp |
| Annual return | 9.75% | 31.46%-21.7pp | 5156.27%-5146.5pp | 73.15%-63.4pp |
| Employer contribution / active EE | $256 | $2,966-91.4% | $4,696-94.5% | $2,343-89.1% |
| Participant deferral / active EE | $2,867 | $5,051-43.2% | $6,247-54.1% | $3,332-13.9% |
| Admin fee / account holder | $5,588 | $5,421+3.1% | $9,244-39.6% | $4,645+20.3% |