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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 | $24,690 | $100,060-75.3% | $149,721-83.5% | $70,126-64.8% |
| Participation rate | 52.0% | 83.6%-31.6pp | 87.1%-35.1pp | 69.5%-17.5pp |
| Annual return | 10.56% | 27.46%-16.9pp | 1501.67%-1491.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $607 | $3,661-83.4% | $5,444-88.9% | $2,343-74.1% |
| Participant deferral / active EE | $4,469 | $4,982-10.3% | $6,568-32.0% | $3,332+34.1% |
| Admin fee / account holder | $853 | $8,285-89.7% | $11,282-92.4% | $4,645-81.6% |