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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 | $29,089 | $168,635-82.8% | $147,617-80.3% | $125,389-76.8% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -7.25% | 77.65%-84.9pp | 61.98%-69.2pp | 282.24%-289.5pp |
| Employer contribution / active EE | $861 | $6,252-86.2% | $5,564-84.5% | $4,866-82.3% |
| Participant deferral / active EE | $3,455 | $5,507-37.3% | $4,895-29.4% | $5,352-35.4% |
| Admin fee / account holder | $5,391 | $13,580-60.3% | $11,612-53.6% | $9,541-43.5% |