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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 | $22,915 | $185,905-87.7% | $170,057-86.5% | $139,487-83.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 4.36% | 60.56%-56.2pp | 53.42%-49.1pp | 373.84%-369.5pp |
| Employer contribution / active EE | $1,198 | $7,597-84.2% | $6,790-82.4% | $4,755-74.8% |
| Participant deferral / active EE | $8,823 | $11,627-24.1% | $10,411-15.3% | $6,713+31.4% |
| Admin fee / account holder | $3,656 | $15,397-76.3% | $12,826-71.5% | $11,407-68.0% |