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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 | $25,978 | $78,707-67.0% | $117,861-78.0% | $70,126-63.0% |
| Participation rate | 34.4% | 73.2%-38.7pp | 79.7%-45.2pp | 69.5%-35.1pp |
| Annual return | 7.85% | 23.30%-15.4pp | 335.11%-327.3pp | 73.15%-65.3pp |
| Employer contribution / active EE | $169 | $2,223-92.4% | $3,786-95.5% | $2,343-92.8% |
| Participant deferral / active EE | $1,858 | $3,297-43.6% | $4,482-58.5% | $3,332-44.2% |
| Admin fee / account holder | $3,193 | $5,066-37.0% | $8,021-60.2% | $4,645-31.3% |