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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 | $23,895 | $89,225-73.2% | $135,987-82.4% | $74,429-67.9% |
| Participation rate | 50.0% | 69.4%-19.4pp | 76.4%-26.4pp | 67.2%-17.2pp |
| Annual return | 8.38% | 22.76%-14.4pp | 580.01%-571.6pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $611 | $2,816-78.3% | $4,214-85.5% | $2,625-76.7% |
| Participant deferral / active EE | $2,695 | $4,597-41.4% | $7,027-61.6% | $4,348-38.0% |
| Admin fee / account holder | $4,058 | $1,545+162.6% | $6,716-39.6% | $1,944+108.7% |