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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 | $27,560 | $95,453-71.1% | $112,040-75.4% | $82,448-66.6% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.5%-20.9pp | 68.1%-12.5pp |
| Annual return | 10.29% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,431 | $4,224-42.4% | $5,098-52.3% | $4,139-41.3% |
| Admin fee / account holder | $30,523 | $9,013+238.6% | $12,098+152.3% | $7,234+321.9% |