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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 | $28,312 | $83,369-66.0% | $105,223-73.1% | $67,986-58.4% |
| Participation rate | 29.9% | 56.3%-26.4pp | 75.0%-45.2pp | 57.2%-27.3pp |
| Annual return | 9.03% | 24.64%-15.6pp | 180.65%-171.6pp | 31.67%-22.6pp |
| Employer contribution / active EE | $34 | $2,541-98.6% | $3,689-99.1% | $2,019-98.3% |
| Participant deferral / active EE | $1,728 | $3,295-47.6% | $5,072-65.9% | $3,358-48.5% |
| Admin fee / account holder | $6,441 | $4,073+58.2% | $8,859-27.3% | $3,203+101.1% |