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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 | $143,969-78.5% | $199,883-84.5% | $82,637-62.6% |
| Participation rate | 53.3% | 84.1%-30.8pp | 86.8%-33.4pp | 68.1%-14.7pp |
| Annual return | 11.60% | 25.67%-14.1pp | 43.81%-32.2pp | 53.51%-41.9pp |
| Employer contribution / active EE | $397 | $4,632-91.4% | $6,261-93.7% | $2,552-84.4% |
| Participant deferral / active EE | $3,651 | $6,937-47.4% | $9,138-60.0% | $4,126-11.5% |
| Admin fee / account holder | $6,398 | $14,597-56.2% | $17,268-63.0% | $7,339-12.8% |