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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 | $16,912 | $217,432-92.2% | $185,851-90.9% | $167,553-89.9% |
| Participation rate | 30.8% | 86.1%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 5.43% | 148.43%-143.0pp | 122.11%-116.7pp | 478.89%-473.5pp |
| Employer contribution / active EE | $807 | $5,874-86.3% | $5,168-84.4% | $4,840-83.3% |
| Participant deferral / active EE | $2,928 | $6,357-53.9% | $5,569-47.4% | $6,343-53.8% |
| Admin fee / account holder | $14,655 | $19,820-26.1% | $16,245-9.8% | $12,316+19.0% |