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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 | $27,574 | $181,896-84.8% | $156,551-82.4% | $273,972-89.9% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 2.26% | 30.74%-28.5pp | 32.23%-30.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $1,293 | $6,248-79.3% | $5,501-76.5% | $4,869-73.4% |
| Participant deferral / active EE | $3,657 | $5,550-34.1% | $4,871-24.9% | $5,287-30.8% |
| Admin fee / account holder | $53,354 | $15,560+242.9% | $13,028+309.5% | $10,133+426.6% |