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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 | $146,267-78.9% | $197,124-84.3% | $82,448-62.5% |
| Participation rate | 53.3% | 84.0%-30.7pp | 86.7%-33.4pp | 68.1%-14.7pp |
| Annual return | 11.60% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $397 | $4,723-91.6% | $6,227-93.6% | $2,551-84.4% |
| Participant deferral / active EE | $3,651 | $7,035-48.1% | $9,135-60.0% | $4,139-11.8% |
| Admin fee / account holder | $6,398 | $14,422-55.6% | $16,298-60.7% | $7,234-11.6% |