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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 | $24,202 | $102,385-76.4% | $147,080-83.5% | $80,935-70.1% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.7%-19.5pp |
| Annual return | 10.10% | 135.09%-125.0pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $742 | $3,717-80.0% | $4,933-85.0% | $2,757-73.1% |
| Participant deferral / active EE | $2,787 | $6,651-58.1% | $8,066-65.5% | $4,299-35.2% |
| Admin fee / account holder | $981 | $7,951-87.7% | $12,989-92.4% | $6,924-85.8% |