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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 | $16,635 | $202,345-91.8% | $172,755-90.4% | $152,885-89.1% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.5%-23.4pp |
| Annual return | 6.91% | 1029.77%-1022.9pp | 802.94%-796.0pp | 345.39%-338.5pp |
| Employer contribution / active EE | $532 | $5,858-90.9% | $5,144-89.7% | $4,763-88.8% |
| Participant deferral / active EE | $2,625 | $5,948-55.9% | $5,198-49.5% | $5,851-55.1% |
| Admin fee / account holder | $2,779 | $17,111-83.8% | $13,955-80.1% | $11,598-76.0% |