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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 | $32,975 | $88,203-62.6% | $165,100-80.0% | $74,478-55.7% |
| Participation rate | 45.5% | 73.1%-27.6pp | 78.6%-33.1pp | 67.2%-21.7pp |
| Annual return | 8.08% | 17.13%-9.1pp | 70.21%-62.1pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $598 | $2,601-77.0% | $4,348-86.2% | $2,626-77.2% |
| Participant deferral / active EE | $2,343 | $4,505-48.0% | $6,035-61.2% | $4,350-46.1% |
| Admin fee / account holder | $3,027 | $2,235+35.4% | $12,696-76.2% | $1,946+55.6% |