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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 | $11,416 | $166,020-93.1% | $164,866-93.1% | $145,959-92.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 5.98% | 100.08%-94.1pp | 69.97%-64.0pp | 561.95%-556.0pp |
| Employer contribution / active EE | $848 | $5,275-83.9% | $4,343-80.5% | $4,661-81.8% |
| Participant deferral / active EE | $19,160 | $6,961+175.3% | $6,033+217.6% | $6,689+186.5% |
| Admin fee / account holder | $301,437 | $16,644+1711.1% | $12,689+2275.6% | $13,398+2149.9% |