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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 | $24,358 | $201,264-87.9% | $184,185-86.8% | $145,978-83.3% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 4.52% | 29.00%-24.5pp | 28.81%-24.3pp | 550.52%-546.0pp |
| Employer contribution / active EE | $667 | $7,021-90.5% | $6,426-89.6% | $4,662-85.7% |
| Participant deferral / active EE | $3,333 | $9,806-66.0% | $9,132-63.5% | $6,690-50.2% |
| Admin fee / account holder | $32,562 | $16,376+98.8% | $13,909+134.1% | $13,400+143.0% |