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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 | $25,707 | $209,422-87.7% | $178,503-85.6% | $158,982-83.8% |
| Participation rate | 22.7% | 86.4%-63.6pp | 81.9%-59.2pp | 82.0%-59.2pp |
| Annual return | 1.82% | 188.81%-187.0pp | 151.12%-149.3pp | 302.99%-301.2pp |
| Employer contribution / active EE | $223 | $5,707-96.1% | $5,011-95.5% | $4,763-95.3% |
| Participant deferral / active EE | $2,529 | $5,955-57.5% | $5,202-51.4% | $5,983-57.7% |
| Admin fee / account holder | $19,448 | $17,079+13.9% | $13,987+39.0% | $11,252+72.8% |