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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 | $25,696 | $86,949-70.4% | $102,460-74.9% | $80,959-68.3% |
| Participation rate | 47.5% | 72.4%-24.9pp | 76.5%-29.0pp | 67.7%-20.2pp |
| Annual return | 2.33% | 18.89%-16.6pp | 29.47%-27.1pp | 35.67%-33.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,639 | $4,121+36.8% | $5,056+11.5% | $4,300+31.1% |
| Admin fee / account holder | $6,636 | $8,048-17.5% | $9,460-29.9% | $6,925-4.2% |