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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 | $28,174 | $123,793-77.2% | $177,840-84.2% | $79,852-64.7% |
| Participation rate | 69.5% | 84.7%-15.2pp | 87.7%-18.2pp | 69.6%-0.1pp |
| Annual return | 7.71% | 22.82%-15.1pp | 48.32%-40.6pp | 31.72%-24.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,134 | $5,956+3.0% | $7,714-20.5% | $3,740+64.0% |
| Admin fee / account holder | $24,033 | $7,243+231.8% | $12,431+93.3% | $5,306+352.9% |