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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 | $23,027 | $109,359-78.9% | $162,171-85.8% | $72,983-68.4% |
| Participation rate | 55.6% | 84.3%-28.7pp | 87.6%-32.0pp | 69.5%-13.9pp |
| Annual return | 11.66% | 25.46%-13.8pp | 115.60%-103.9pp | 81.01%-69.3pp |
| Employer contribution / active EE | $1,191 | $3,907-69.5% | $5,613-78.8% | $2,440-51.2% |
| Participant deferral / active EE | $3,206 | $5,481-41.5% | $7,297-56.1% | $3,608-11.1% |
| Admin fee / account holder | $8,172 | $7,972+2.5% | $10,843-24.6% | $5,124+59.5% |