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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 | $88,137-62.6% | $164,975-80.0% | $74,429-55.7% |
| Participation rate | 45.5% | 73.1%-27.6pp | 78.6%-33.1pp | 67.2%-21.7pp |
| Annual return | 8.08% | 17.13%-9.0pp | 70.12%-62.0pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $598 | $2,597-77.0% | $4,343-86.2% | $2,625-77.2% |
| Participant deferral / active EE | $2,343 | $4,501-47.9% | $6,033-61.2% | $4,348-46.1% |
| Admin fee / account holder | $3,027 | $2,231+35.7% | $12,688-76.1% | $1,944+55.7% |