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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 | $138,366-77.9% | $184,185-83.4% | $80,911-62.2% |
| Participation rate | 48.6% | 83.9%-35.3pp | 86.8%-38.3pp | 67.6%-19.1pp |
| Annual return | 7.42% | 20.02%-12.6pp | 28.81%-21.4pp | 35.63%-28.2pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,635 | $7,074-48.6% | $9,132-60.2% | $4,297-15.4% |
| Admin fee / account holder | $12,960 | $10,484+23.6% | $13,909-6.8% | $6,935+86.9% |