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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 | $23,256 | $180,459-87.1% | $154,108-84.9% | $135,380-82.8% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -13.30% | 888.21%-901.5pp | 735.21%-748.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $567 | $6,035-90.6% | $5,298-89.3% | $4,779-88.1% |
| Participant deferral / active EE | $2,512 | $5,806-56.7% | $5,081-50.6% | $5,609-55.2% |
| Admin fee / account holder | $1,721 | $16,145-89.3% | $13,411-87.2% | $10,828-84.1% |