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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 | $27,380 | $101,752-73.1% | $164,928-83.4% | $80,911-66.2% |
| Participation rate | 39.7% | 71.8%-32.1pp | 78.6%-38.9pp | 67.6%-27.9pp |
| Annual return | 6.56% | 16.73%-10.2pp | 70.08%-63.5pp | 35.63%-29.1pp |
| Employer contribution / active EE | $526 | $2,953-82.2% | $4,343-87.9% | $2,756-80.9% |
| Participant deferral / active EE | $2,412 | $4,477-46.1% | $6,034-60.0% | $4,297-43.9% |
| Admin fee / account holder | $6,367 | $8,218-22.5% | $12,684-49.8% | $6,935-8.2% |