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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 | $10,376 | $55,423-81.3% | $155,602-93.3% | $74,400-86.1% |
| Participation rate | 22.7% | 61.9%-39.2pp | 78.2%-55.5pp | 67.2%-44.5pp |
| Annual return | 10.18% | 269.07%-258.9pp | 64.81%-54.6pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $237 | $2,266-89.5% | $4,675-94.9% | $2,624-91.0% |
| Participant deferral / active EE | $1,024 | $2,835-63.9% | $5,629-81.8% | $4,348-76.4% |
| Admin fee / account holder | $3,398 | $1,744+94.8% | $15,923-78.7% | $1,944+74.8% |