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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 | $25,483 | $184,000-86.2% | $162,185-84.3% | $152,909-83.3% |
| Participation rate | 12.5% | 88.5%-76.0pp | 87.6%-75.1pp | 82.5%-70.0pp |
| Annual return | -10.72% | 150.80%-161.5pp | 115.61%-126.3pp | 345.46%-356.2pp |
| Employer contribution / active EE | $779 | $6,370-87.8% | $5,613-86.1% | $4,764-83.7% |
| Participant deferral / active EE | $5,588 | $8,033-30.4% | $7,297-23.4% | $5,851-4.5% |
| Admin fee / account holder | $736 | $13,124-94.4% | $10,844-93.2% | $11,601-93.7% |