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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 | $28,861 | $181,896-84.1% | $156,551-81.6% | $273,972-89.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 0.57% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,037 | $6,248-83.4% | $5,501-81.2% | $4,869-78.7% |
| Participant deferral / active EE | $1,971 | $5,550-64.5% | $4,871-59.5% | $5,287-62.7% |
| Admin fee / account holder | $314 | $15,560-98.0% | $13,028-97.6% | $10,133-96.9% |