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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 | $20,556 | $209,425-90.2% | $178,499-88.5% | $158,966-87.1% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | -1.88% | 188.80%-190.7pp | 151.10%-153.0pp | 302.95%-304.8pp |
| Employer contribution / active EE | $1,094 | $5,707-80.8% | $5,011-78.2% | $4,762-77.0% |
| Participant deferral / active EE | $2,224 | $5,955-62.7% | $5,202-57.3% | $5,983-62.8% |
| Admin fee / account holder | $303 | $17,078-98.2% | $13,986-97.8% | $11,250-97.3% |