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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 | $26,645 | $80,985-67.1% | $96,576-72.4% | $75,181-64.6% |
| Participation rate | 56.4% | 71.8%-15.4pp | 76.0%-19.6pp | 67.2%-10.8pp |
| Annual return | 6.17% | 27.05%-20.9pp | 25.87%-19.7pp | 160.69%-154.5pp |
| Employer contribution / active EE | $374 | $2,282-83.6% | $2,965-87.4% | $2,671-86.0% |
| Participant deferral / active EE | $1,985 | $3,929-49.5% | $4,851-59.1% | $4,126-51.9% |
| Admin fee / account holder | $1,645 | $6,719-75.5% | $8,253-80.1% | $5,650-70.9% |