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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 | $24,929 | $59,467-58.1% | $93,727-73.4% | $74,478-66.5% |
| Participation rate | 60.6% | 59.6%+1.0pp | 68.7%-8.1pp | 67.2%-6.6pp |
| Annual return | 10.55% | 82.14%-71.6pp | 133.83%-123.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $280 | $1,267-77.9% | $2,421-88.4% | $2,626-89.3% |
| Participant deferral / active EE | $1,606 | $3,052-47.4% | $4,417-63.6% | $4,350-63.1% |
| Admin fee / account holder | $320 | $3,028-89.4% | $8,292-96.1% | $1,946-83.5% |