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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 | $15,559 | $58,726-73.5% | $142,898-89.1% | $85,847-81.9% |
| Participation rate | 31.9% | 58.5%-26.6pp | 72.0%-40.0pp | 69.3%-37.4pp |
| Annual return | 9.06% | 27.73%-18.7pp | 5639.64%-5630.6pp | 318.61%-309.5pp |
| Employer contribution / active EE | $23 | $1,424-98.4% | $4,146-99.5% | $2,565-99.1% |
| Participant deferral / active EE | $2,299 | $2,609-11.9% | $3,838-40.1% | $3,952-41.8% |
| Admin fee / account holder | $549 | $4,234-87.0% | $6,560-91.6% | $6,261-91.2% |