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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 | $20,047 | $201,370-90.0% | $184,256-89.1% | $145,897-86.3% |
| Participation rate | 47.6% | 87.5%-39.9pp | 86.8%-39.2pp | 80.3%-32.7pp |
| Annual return | 5.98% | 29.05%-23.1pp | 28.85%-22.9pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,328 | $7,024-81.1% | $6,427-79.3% | $4,663-71.5% |
| Participant deferral / active EE | $3,398 | $9,808-65.4% | $9,133-62.8% | $6,689-49.2% |
| Admin fee / account holder | $31,145 | $16,364+90.3% | $13,899+124.1% | $13,390+132.6% |