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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 | $29,561 | $101,795-71.0% | $165,100-82.1% | $80,959-63.5% |
| Participation rate | 42.6% | 71.8%-29.2pp | 78.6%-36.0pp | 67.7%-25.1pp |
| Annual return | 10.18% | 16.73%-6.5pp | 70.21%-60.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,525 | $4,476-43.6% | $6,035-58.2% | $4,300-41.3% |
| Admin fee / account holder | $5,199 | $8,221-36.8% | $12,696-59.1% | $6,925-24.9% |