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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 | $26,286 | $78,425-66.5% | $95,956-72.6% | $79,858-67.1% |
| Participation rate | 40.5% | 73.5%-32.9pp | 77.1%-36.5pp | 69.6%-29.1pp |
| Annual return | 5.69% | 19.37%-13.7pp | 91.63%-85.9pp | 31.72%-26.0pp |
| Employer contribution / active EE | $260 | $1,945-86.6% | $2,541-89.8% | $2,471-89.5% |
| Participant deferral / active EE | $1,820 | $3,440-47.1% | $4,167-56.3% | $3,740-51.3% |
| Admin fee / account holder | $4,768 | $5,622-15.2% | $6,797-29.9% | $5,306-10.1% |