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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 | $24,154 | $59,467-59.4% | $93,727-74.2% | $74,478-67.6% |
| Participation rate | 29.4% | 59.6%-30.2pp | 68.7%-39.3pp | 67.2%-37.8pp |
| Annual return | 10.07% | 82.14%-72.1pp | 133.83%-123.8pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $205 | $1,267-83.8% | $2,421-91.5% | $2,626-92.2% |
| Participant deferral / active EE | $1,591 | $3,052-47.9% | $4,417-64.0% | $4,350-63.4% |
| Admin fee / account holder | $4,761 | $3,028+57.2% | $8,292-42.6% | $1,946+144.7% |