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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 | $22,511 | $202,342-88.9% | $172,753-87.0% | $152,909-85.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 12.09% | 1029.88%-1017.8pp | 803.00%-790.9pp | 345.46%-333.4pp |
| Employer contribution / active EE | $590 | $5,857-89.9% | $5,144-88.5% | $4,764-87.6% |
| Participant deferral / active EE | $9,512 | $5,948+59.9% | $5,198+83.0% | $5,851+62.6% |
| Admin fee / account holder | $1,076 | $17,112-93.7% | $13,956-92.3% | $11,601-90.7% |