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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 | $27,194 | $202,342-86.6% | $172,753-84.3% | $152,909-82.2% |
| Participation rate | 39.1% | 87.1%-47.9pp | 82.6%-43.5pp | 82.5%-43.3pp |
| Annual return | 3.42% | 1029.88%-1026.5pp | 803.00%-799.6pp | 345.46%-342.0pp |
| Employer contribution / active EE | $640 | $5,857-89.1% | $5,144-87.6% | $4,764-86.6% |
| Participant deferral / active EE | $2,663 | $5,948-55.2% | $5,198-48.8% | $5,851-54.5% |
| Admin fee / account holder | $5,077 | $17,112-70.3% | $13,956-63.6% | $11,601-56.2% |