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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 | $23,555 | $67,602-65.2% | $82,312-71.4% | $70,126-66.4% |
| Participation rate | 38.0% | 72.8%-34.8pp | 76.9%-38.9pp | 69.5%-31.5pp |
| Annual return | 9.25% | 21.57%-12.3pp | 25.88%-16.6pp | 73.15%-63.9pp |
| Employer contribution / active EE | $276 | $1,755-84.3% | $2,428-88.6% | $2,343-88.2% |
| Participant deferral / active EE | $1,381 | $2,987-53.8% | $3,706-62.7% | $3,332-58.5% |
| Admin fee / account holder | $21,665 | $4,512+380.2% | $5,608+286.3% | $4,645+366.4% |