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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 | $23,018 | $101,653-77.4% | $147,080-84.4% | $74,459-69.1% |
| Participation rate | 10.2% | 75.6%-65.4pp | 82.2%-72.0pp | 67.2%-57.1pp |
| Annual return | 9.14% | 8754.98%-8745.8pp | 420.17%-411.0pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $404 | $3,813-89.4% | $4,933-91.8% | $2,626-84.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,161 | $1,752-33.7% | $12,989-91.1% | $1,945-40.3% |