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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 | $80,674-64.9% | $119,126-76.2% | $64,340-56.0% |
| Participation rate | 29.9% | 55.2%-25.3pp | 75.8%-45.9pp | 55.2%-25.4pp |
| Annual return | 9.03% | 26.86%-17.8pp | 282.11%-273.1pp | 24.14%-15.1pp |
| Employer contribution / active EE | $34 | $2,564-98.7% | $4,034-99.1% | $1,862-98.1% |
| Participant deferral / active EE | $1,728 | $3,053-43.4% | $5,318-67.5% | $2,980-42.0% |
| Admin fee / account holder | $6,441 | $4,559+41.3% | $10,693-39.8% | $3,703+74.0% |