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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 | $30,935 | $145,431-78.7% | $211,142-85.3% | $87,485-64.6% |
| Participation rate | 53.3% | 84.7%-31.4pp | 87.3%-34.0pp | 68.9%-15.6pp |
| Annual return | 11.60% | 27.21%-15.6pp | 46.84%-35.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $397 | $4,662-91.5% | $6,442-93.8% | $2,596-84.7% |
| Participant deferral / active EE | $3,651 | $6,859-46.8% | $9,284-60.7% | $4,274-14.6% |
| Admin fee / account holder | $6,398 | $17,052-62.5% | $19,076-66.5% | $7,775-17.7% |