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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 | $22,744 | $78,636-71.1% | $105,607-78.5% | $74,459-69.5% |
| Participation rate | 32.4% | 72.8%-40.4pp | 75.3%-42.9pp | 67.2%-34.8pp |
| Annual return | 10.23% | 15.96%-5.7pp | 116.11%-105.9pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $137 | $2,523-94.6% | $3,167-95.7% | $2,626-94.8% |
| Participant deferral / active EE | $2,213 | $4,322-48.8% | $5,011-55.8% | $4,350-49.1% |
| Admin fee / account holder | $4,975 | $2,220+124.1% | $10,958-54.6% | $1,945+155.8% |