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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 | $17,877 | $202,342-91.2% | $172,752-89.7% | $152,897-88.3% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 8.99% | 1029.83%-1020.8pp | 802.97%-794.0pp | 345.43%-336.4pp |
| Employer contribution / active EE | $432 | $5,858-92.6% | $5,144-91.6% | $4,764-90.9% |
| Participant deferral / active EE | $4,008 | $5,948-32.6% | $5,198-22.9% | $5,851-31.5% |
| Admin fee / account holder | $160,000 | $17,111+835.1% | $13,955+1046.5% | $11,599+1279.4% |