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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 | $18,392 | $59,467-69.1% | $93,727-80.4% | $74,478-75.3% |
| Participation rate | 24.3% | 59.6%-35.3pp | 68.7%-44.4pp | 67.2%-42.9pp |
| Annual return | 3.90% | 82.14%-78.2pp | 133.83%-129.9pp | 1370.56%-1366.7pp |
| Employer contribution / active EE | $10 | $1,267-99.2% | $2,421-99.6% | $2,626-99.6% |
| Participant deferral / active EE | $1,355 | $3,052-55.6% | $4,417-69.3% | $4,350-68.9% |
| Admin fee / account holder | $3,868 | $3,028+27.7% | $8,292-53.3% | $1,946+98.8% |