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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 | $22,923 | $86,938-73.6% | $102,423-77.6% | $80,925-71.7% |
| Participation rate | 35.0% | 72.4%-37.4pp | 76.5%-41.5pp | 67.7%-32.7pp |
| Annual return | 8.02% | 18.89%-10.9pp | 29.42%-21.4pp | 35.65%-27.6pp |
| Employer contribution / active EE | $431 | $2,369-81.8% | $3,023-85.7% | $2,756-84.3% |
| Participant deferral / active EE | $2,782 | $4,120-32.5% | $5,054-45.0% | $4,299-35.3% |
| Admin fee / account holder | $412 | $8,053-94.9% | $9,455-95.6% | $6,940-94.1% |