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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 | $59,456-69.1% | $93,669-80.4% | $74,429-75.3% |
| Participation rate | 24.3% | 59.6%-35.4pp | 68.7%-44.4pp | 67.2%-42.9pp |
| Annual return | 3.90% | 82.00%-78.1pp | 133.59%-129.7pp | 1368.38%-1364.5pp |
| Employer contribution / active EE | $10 | $1,266-99.2% | $2,424-99.6% | $2,625-99.6% |
| Participant deferral / active EE | $1,355 | $3,052-55.6% | $4,416-69.3% | $4,348-68.8% |
| Admin fee / account holder | $3,868 | $3,026+27.8% | $8,291-53.3% | $1,944+99.0% |