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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 | $19,851 | $198,457-90.0% | $170,435-88.4% | $147,586-86.5% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 9.02% | 257.30%-248.3pp | 205.94%-196.9pp | 578.59%-569.6pp |
| Employer contribution / active EE | $841 | $6,183-86.4% | $5,432-84.5% | $4,876-82.8% |
| Participant deferral / active EE | $3,272 | $5,629-41.9% | $4,939-33.8% | $5,439-39.8% |
| Admin fee / account holder | $19,952 | $16,852+18.4% | $13,881+43.7% | $10,886+83.3% |