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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 | $31,722 | $197,625-83.9% | $177,840-82.2% | $158,966-80.0% |
| Participation rate | 69.6% | 88.5%-19.0pp | 87.7%-18.2pp | 82.0%-12.4pp |
| Annual return | 3.71% | 58.76%-55.1pp | 48.32%-44.6pp | 302.95%-299.2pp |
| Employer contribution / active EE | $1,048 | $6,698-84.4% | $5,919-82.3% | $4,762-78.0% |
| Participant deferral / active EE | $3,274 | $8,405-61.0% | $7,714-57.6% | $5,983-45.3% |
| Admin fee / account holder | $1,022 | $15,405-93.4% | $12,431-91.8% | $11,250-90.9% |