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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 | $17,796 | $100,060-82.2% | $149,721-88.1% | $70,126-74.6% |
| Participation rate | 65.6% | 83.6%-18.0pp | 87.1%-21.4pp | 69.5%-3.9pp |
| Annual return | 9.56% | 27.46%-17.9pp | 1501.67%-1492.1pp | 73.15%-63.6pp |
| Employer contribution / active EE | $555 | $3,661-84.9% | $5,444-89.8% | $2,343-76.3% |
| Participant deferral / active EE | $2,525 | $4,982-49.3% | $6,568-61.6% | $3,332-24.2% |
| Admin fee / account holder | $8,631 | $8,285+4.2% | $11,282-23.5% | $4,645+85.8% |