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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 | $17,908 | $175,259-89.8% | $149,723-88.0% | $139,487-87.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.90% | 166.82%-156.9pp | 134.50%-124.6pp | 373.84%-363.9pp |
| Employer contribution / active EE | $1,046 | $5,478-80.9% | $4,821-78.3% | $4,755-78.0% |
| Participant deferral / active EE | $3,300 | $6,522-49.4% | $5,682-41.9% | $6,713-50.8% |
| Admin fee / account holder | $1,591 | $16,158-90.2% | $13,215-88.0% | $11,407-86.1% |