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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 | $20,575 | $70,418-70.8% | $96,570-78.7% | $85,847-76.0% |
| Participation rate | 29.3% | 61.8%-32.5pp | 69.8%-40.5pp | 69.3%-40.0pp |
| Annual return | 10.52% | 18.59%-8.1pp | 37.79%-27.3pp | 318.61%-308.1pp |
| Employer contribution / active EE | $227 | $1,413-83.9% | $2,357-90.4% | $2,565-91.1% |
| Participant deferral / active EE | $1,570 | $2,894-45.8% | $3,849-59.2% | $3,952-60.3% |
| Admin fee / account holder | $977 | $4,995-80.4% | $6,182-84.2% | $6,261-84.4% |