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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 | $19,423 | $217,427-91.1% | $185,837-89.5% | $167,518-88.4% |
| Participation rate | 63.2% | 86.0%-22.9pp | 81.7%-18.5pp | 82.1%-19.0pp |
| Annual return | 8.73% | 148.39%-139.7pp | 122.08%-113.4pp | 478.71%-470.0pp |
| Employer contribution / active EE | $242 | $5,874-95.9% | $5,168-95.3% | $4,838-95.0% |
| Participant deferral / active EE | $2,752 | $6,357-56.7% | $5,568-50.6% | $6,342-56.6% |
| Admin fee / account holder | $5,093 | $19,816-74.3% | $16,241-68.6% | $12,312-58.6% |