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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 | $20,170 | $81,504-75.3% | $102,437-80.3% | $80,959-75.1% |
| Participation rate | 53.8% | 66.9%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 5.36% | 25.60%-20.2pp | 24.95%-19.6pp | 35.67%-30.3pp |
| Employer contribution / active EE | $400 | $3,104-87.1% | $3,871-89.7% | $2,757-85.5% |
| Participant deferral / active EE | $4,420 | $3,871+14.2% | $5,060-12.6% | $4,300+2.8% |
| Admin fee / account holder | $22,991 | $6,719+242.2% | $8,388+174.1% | $6,925+232.0% |