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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 | $21,319 | $166,131-87.2% | $164,975-87.1% | $145,877-85.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 8.13% | 100.37%-92.2pp | 70.12%-62.0pp | 551.28%-543.1pp |
| Employer contribution / active EE | $687 | $5,276-87.0% | $4,343-84.2% | $4,663-85.3% |
| Participant deferral / active EE | $2,416 | $6,962-65.3% | $6,033-60.0% | $6,691-63.9% |
| Admin fee / account holder | $568 | $16,648-96.6% | $12,688-95.5% | $13,402-95.8% |