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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 | $30,584 | $138,393-77.9% | $184,256-83.4% | $80,959-62.2% |
| Participation rate | 48.6% | 83.9%-35.3pp | 86.8%-38.3pp | 67.7%-19.1pp |
| Annual return | 7.42% | 20.01%-12.6pp | 28.85%-21.4pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,635 | $7,076-48.6% | $9,133-60.2% | $4,300-15.5% |
| Admin fee / account holder | $12,960 | $10,489+23.6% | $13,899-6.8% | $6,925+87.1% |